Retirement plan

DICKENS, MASON & KISSELL, DDS, LTD 401(K) PROFIT SHARING PLAN

Name: DICKENS, MASON & KISSELL, DDS, LTD - DICKENS, MASON & KISSELL, DDS, LTD 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: DICKENS, MASON & KISSELL, DDS, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DICKENS, MASON & KISSELL, DDS, LTD 401(K) PROFIT SHARING PLAN, DICKENS, MASON & KISSELL, DDS, LTD

DICKENS, MASON & KISSELL, DDS, LTDEIN 36-2852817Plan #003PY 2017

2035 FOXFIELD DR., SUITE 103 - ST. CHARLES, IL 60174630-584-5444

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+15.2% from 2016

Total participants

-3.4% from 2016

Average account balance

$147,165

+19.3% from 2016

Annual return

21.87%

+12.62 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.29M

Not enough data

1 years with asset history on file

Average account balance

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

$251K

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.

117.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$418K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1693

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 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

$459K

$21881 / participant

Other / not subdivided$459K100.0%

% of EOY assets

11.151%

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

$147,165

$198,457-25.8%

$170,435-13.7%

$147,586-0.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

21.87%

257.30%-235.4pp

205.94%-184.1pp

578.59%-556.7pp

Employer contribution / active EE

$6,269

$6,183+1.4%

$5,432+15.4%

$4,876+28.6%

Participant deferral / active EE

$3,987

$5,629-29.2%

$4,939-19.3%

$5,439-26.7%

Admin fee / account holder

$16,411

$16,852-2.6%

$13,881+18.2%

$10,886+50.8%

DICKENS, MASON & KISSELL, DDS, LTD 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DICKENS, MASON & KISSELL, DDS, LTD 401(K) PROFIT SHARING 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