Retirement plan

JOANNE DAWLEY PC 401K PLAN

Name: JOANNE DAWLEY PC - JOANNE DAWLEY PC 401K PLAN (2019) Form 5500
Creator: JOANNE DAWLEY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOANNE DAWLEY PC 401K PLAN, JOANNE DAWLEY PC

JOANNE DAWLEY PCEIN 38-3080110Plan #001PY 2019

16315 W 12 MILE ROAD - SOUTHFIELD, MI 48076joannedawleydds.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$32K

No prior year

Total participants

No prior year

Average account balance

$8,005

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 332 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort332 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$296K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+20.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$8,005

$66,704-88.0%

$152,909-94.8%

Participation rate

100.0%

72.5%+27.5pp

82.5%+17.5pp

Annual return

0.00%

27.69%-27.7pp

345.46%-345.5pp

Employer contribution / active EE

$1,210

$2,786-56.6%

$4,764-74.6%

Participant deferral / active EE

$6,722

$4,168+61.3%

$5,851+14.9%

Admin fee / account holder

$4,701-100.0%

$11,601-100.0%

JOANNE DAWLEY PC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOANNE DAWLEY PC 401K 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