Retirement plan

ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST

Name: ROBERT J. DORNAUER, DDS, INC. - ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: ROBERT J. DORNAUER, DDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST, ROBERT J. DORNAUER, DDS, INC.

ROBERT J. DORNAUER, DDS, INC.EIN 34-1632646Plan #001PY 2015

2355 WEST MARKET STREET - TIFFIN, OH 448838826419-447-0253drdornauer.comLinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

No prior year

Average account balance

$537,303

No prior year

Annual return

-1.78%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.32M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+22.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52

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 codes2E2F2G2R2J

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$267 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.050%

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

$537,303

$168,636+218.6%

$147,617+264.0%

$125,393+328.5%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.78%

77.65%-79.4pp

61.98%-63.8pp

282.23%-284.0pp

Employer contribution / active EE

$7,137

$6,252+14.1%

$5,565+28.2%

$4,866+46.7%

Participant deferral / active EE

$8,000

$5,507+45.3%

$4,895+63.4%

$5,351+49.5%

Admin fee / account holder

$267

$13,580-98.0%

$11,611-97.7%

$9,541-97.2%

ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT J DORNAUER, DDS, INC. PROFIT SHARING PLAN & 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