Retirement plan

CHARLES H. HAWKINS, JR. DDS 401(K) PLAN

Name: CHARLES H. HAWKINS, JR. DDS, INC. - CHARLES H. HAWKINS, JR. DDS 401(K) PLAN (2018) Form 5500
Creator: CHARLES H. HAWKINS, JR. DDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARLES H. HAWKINS, JR. DDS 401(K) PLAN, CHARLES H. HAWKINS, JR. DDS, INC.

CHARLES H. HAWKINS, JR. DDS, INC.EIN 31-1632010Plan #001PY 2018

2560 MAYSVILLE PIKE - ZANESVILLE, OH 43702740-455-6286completedentalservice.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+1.6% from 2017

Total participants

+11.8% from 2017

Average account balance

$58,176

-4.1% from 2017

Annual return

-6.88%

-19.99 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$377

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 codes2E2J2F2G3D

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$250 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.430%

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

$58,176

$180,462-67.8%

$154,111-62.3%

$135,379-57.0%

Participation rate

94.4%

87.4%+7.0pp

83.0%+11.4pp

82.6%+11.8pp

Annual return

-6.88%

888.17%-895.1pp

735.18%-742.1pp

519.79%-526.7pp

Employer contribution / active EE

$1,152

$6,036-80.9%

$5,298-78.3%

$4,779-75.9%

Participant deferral / active EE

$3,694

$5,806-36.4%

$5,081-27.3%

$5,609-34.1%

Admin fee / account holder

$250

$16,145-98.5%

$13,411-98.1%

$10,828-97.7%

CHARLES H. HAWKINS, JR. DDS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHARLES H. HAWKINS, JR. DDS 401(K) PLAN

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