Retirement plan

MARGARET M. MITCHELL, D.D.S. 401(K) PROFIT SHARING PLAN

Name: MARGARET M. MITCHELL, D.D.S. - MARGARET M. MITCHELL, D.D.S. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: MARGARET M. MITCHELL, D.D.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARGARET M. MITCHELL, D.D.S. 401(K) PROFIT SHARING PLAN, MARGARET M. MITCHELL, D.D.S.

MARGARET M. MITCHELL, D.D.S.EIN 36-3767551Plan #001PY 2015

WATER TOWER PLACE, 845 N. MICHIGAN AVE, STE 922 EAST - CHICAGO, IL 60611312-642-1014

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$362K

No prior year

Total participants

No prior year

Average account balance

$90,622

No prior year

Annual return

0.18%

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

$880K

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4330

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$2K

$525 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.579%

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

$90,622

$168,636-46.3%

$147,618-38.6%

$125,388-27.7%

Participation rate

75.0%

88.8%-13.8pp

84.6%-9.6pp

83.2%-8.2pp

Annual return

0.18%

77.65%-77.5pp

61.98%-61.8pp

282.24%-282.1pp

Employer contribution / active EE

$3,426

$6,252-45.2%

$5,565-38.4%

$4,866-29.6%

Participant deferral / active EE

$1,813

$5,507-67.1%

$4,895-63.0%

$5,352-66.1%

Admin fee / account holder

$525

$13,580-96.1%

$11,612-95.5%

$9,541-94.5%

MARGARET M. MITCHELL, D.D.S. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARGARET M. MITCHELL, D.D.S. 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