Retirement plan

DURHAM ORTHODONTICS LLC 401(K)

Name: DURHAM ORTHODONTICS LLC - DURHAM ORTHODONTICS LLC 401(K) (2016) Form 5500
Creator: DURHAM ORTHODONTICS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DURHAM ORTHODONTICS LLC 401(K), DURHAM ORTHODONTICS LLC

DURHAM ORTHODONTICS LLCEIN 26-4261583Plan #001PY 2016

7559 C HIGHWAY 72 STE 105 - MADISON, AL 35758256-604-8836

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$316K

+47.0% from 2015

Total participants

+33.3% from 2015

Average account balance

$39,500

+10.3% from 2015

Annual return

5.57%

+7.73 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$102K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4661

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$257 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.650%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,500

$181,896-78.3%

$156,551-74.8%

$273,972-85.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.57%

30.74%-25.2pp

32.23%-26.7pp

41.46%-35.9pp

Employer contribution / active EE

$7,998

$6,248+28.0%

$5,501+45.4%

$4,869+64.3%

Participant deferral / active EE

$3,136

$5,550-43.5%

$4,871-35.6%

$5,287-40.7%

Admin fee / account holder

$257

$15,560-98.3%

$13,028-98.0%

$10,133-97.5%

DURHAM ORTHODONTICS LLC 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DURHAM ORTHODONTICS LLC 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion