Retirement plan

VALLEAU VANDEVEN AND MASSIE, DDS, PC PROFIT SHARING 401(K) PLAN

Name: VALLEAU VANDEVEN AND MASSIE, DDS, PC - VALLEAU VANDEVEN AND MASSIE, DDS, PC PROFIT SHARING 401(K) PLAN (2018) Form 5500
Creator: VALLEAU VANDEVEN AND MASSIE, DDS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALLEAU VANDEVEN AND MASSIE, DDS, PC PROFIT SHARING 401(K) PLAN, VALLEAU VANDEVEN AND MASSIE, DDS, PC

VALLEAU VANDEVEN AND MASSIE, DDS, PCEIN 38-2418878Plan #001PY 2018

2000 - 43RD ST. SE - GRAND RAPIDS, MI 49508616-455-1301

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+0.3% from 2017

Total participants

+5.3% from 2017

Average account balance

$100,448

-4.7% from 2017

Annual return

-5.25%

-24.03 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.44M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

108.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12690

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

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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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$23K

$1505 / participant

Other / not subdivided$23K100.0%

% of EOY assets

1.124%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$100,448

$180,449-44.3%

$154,107-34.8%

$135,375-25.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.25%

888.09%-893.3pp

735.12%-740.4pp

519.73%-525.0pp

Employer contribution / active EE

$3,541

$6,035-41.3%

$5,298-33.2%

$4,779-25.9%

Participant deferral / active EE

$5,400

$5,806-7.0%

$5,081+6.3%

$5,609-3.7%

Admin fee / account holder

$1,129

$16,143-93.0%

$13,411-91.6%

$10,827-89.6%

VALLEAU VANDEVEN AND MASSIE, DDS, PC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALLEAU VANDEVEN AND MASSIE, DDS, PC PROFIT SHARING 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