Retirement plan

JOE JEPPSON DMD, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: JOE JEPPSON, DMD, LLC - JOE JEPPSON DMD, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: JOE JEPPSON, DMD, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOE JEPPSON DMD, LLC 401(K) PROFIT SHARING PLAN AND TRUST, JOE JEPPSON, DMD, LLC

JOE JEPPSON, DMD, LLCEIN 36-4645073Plan #001PY 2016

86 N UNIVERSITY AVE, SUITE 280 - PROVO, UT 84601801-356-7701

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$182K

+28.9% from 2015

Total participants

0.0% from 2015

Average account balance

$36,448

+3.1% from 2015

Annual return

6.19%

+11.43 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$895K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$962

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 codes2E2F2G2J3D

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

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

$4K

$884 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.424%

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

$36,448

$181,896-80.0%

$156,551-76.7%

$273,972-86.7%

Participation rate

80.0%

88.4%-8.4pp

84.0%-4.0pp

83.0%-3.0pp

Annual return

6.19%

30.74%-24.5pp

32.23%-26.0pp

41.46%-35.3pp

Employer contribution / active EE

$1,882

$6,248-69.9%

$5,501-65.8%

$4,869-61.3%

Participant deferral / active EE

$4,527

$5,550-18.4%

$4,871-7.1%

$5,287-14.4%

Admin fee / account holder

$884

$15,560-94.3%

$13,028-93.2%

$10,133-91.3%

JOE JEPPSON DMD, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOE JEPPSON DMD, LLC 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