Retirement plan

RYAN H. BAILEY, DDS 401(K) PROFIT SHARING PLAN

Name: RYAN H. BAILEY, DDS, PLLC - RYAN H. BAILEY, DDS 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: RYAN H. BAILEY, DDS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RYAN H. BAILEY, DDS 401(K) PROFIT SHARING PLAN, RYAN H. BAILEY, DDS, PLLC

RYAN H. BAILEY, DDS, PLLCEIN 27-0103632Plan #001PY 2016

230 NORTH CEDAR HILLS DRIVE - PRICE, UT 84501435-637-3186

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$76K

+64.4% from 2015

Total participants

+100.0% from 2015

Average account balance

$25,238

+9.6% from 2015

Annual return

8.69%

+22.87 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

$559K

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+7.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$464

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$25,238

$181,896-86.1%

$156,551-83.9%

$273,972-90.8%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

8.69%

30.74%-22.1pp

32.23%-23.5pp

41.46%-32.8pp

Employer contribution / active EE

$1,568

$6,248-74.9%

$5,501-71.5%

$4,869-67.8%

Participant deferral / active EE

$4,846

$5,550-12.7%

$4,871-0.5%

$5,287-8.4%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

RYAN H. BAILEY, DDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RYAN H. BAILEY, DDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion