Retirement plan

JEFFREY L. ZANETTI, D.D.S. , P.C. 401(K) PROFIT SHARING PLAN

Name: JEFFREY L. ZANETTI, D.D.S., P.C. - JEFFREY L. ZANETTI, D.D.S. , P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JEFFREY L. ZANETTI, D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFREY L. ZANETTI, D.D.S. , P.C. 401(K) PROFIT SHARING PLAN, JEFFREY L. ZANETTI, D.D.S., P.C.

JEFFREY L. ZANETTI, D.D.S., P.C.EIN 38-2752939Plan #001PY 2017

31904 GRAND RIVER - FARMINGTON HILLS, MI 48336248-477-1500

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+20.5% from 2016

Total participants

+16.7% from 2016

Average account balance

$144,034

+3.3% from 2016

Annual return

15.38%

+10.83 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.66M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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

$83K

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

+12.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6488

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 codes2E2J3D2T

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$144,034

$198,462-27.4%

$170,439-15.5%

$147,585-2.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.38%

257.30%-241.9pp

205.94%-190.6pp

578.58%-563.2pp

Employer contribution / active EE

$2,021

$6,184-67.3%

$5,433-62.8%

$4,876-58.6%

Participant deferral / active EE

$5,183

$5,629-7.9%

$4,939+4.9%

$5,439-4.7%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

JEFFREY L. ZANETTI, D.D.S. , P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JEFFREY L. ZANETTI, D.D.S. , P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion