Retirement plan

O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: O'BRIEN SMILES, PLLC - O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: O'BRIEN SMILES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST, O'BRIEN SMILES, PLLC

O'BRIEN SMILES, PLLCEIN 27-1135326Plan #001PY 2017

6975 PROFESSIONAL PARKWAY EAST, SUITE B - SARASOTA, FL 34240941-373-3904

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$239K

+3.8% from 2016

Total participants

-33.3% from 2016

Average account balance

$119,616

+55.7% from 2016

Annual return

13.77%

-24.96 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$683K

Not enough data

1 years with asset history on file

Average account balance

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

$683K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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

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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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$77K

$77055 / participant

Other / not subdivided$77K100.0%

% of EOY assets

32.209%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$119,616

$198,466-39.7%

$170,442-29.8%

$147,584-19.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.77%

257.29%-243.5pp

205.93%-192.2pp

578.55%-564.8pp

Employer contribution / active EE

$36,760

$6,184+494.5%

$5,433+576.6%

$4,876+653.8%

Participant deferral / active EE

$17,308

$5,629+207.5%

$4,939+250.4%

$5,439+218.2%

Admin fee / account holder

$38,528

$16,852+128.6%

$13,880+177.6%

$10,885+253.9%

O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O'BRIEN SMILES, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

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