Retirement plan

G. SCOTT KELLY, DDS PC 401(K) & PS

Name: G. SCOTT KELLY, DDS, PC - G. SCOTT KELLY, DDS PC 401(K) & PS (2021) Form 5500
Creator: G. SCOTT KELLY, DDS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G. SCOTT KELLY, DDS PC 401(K) & PS, G. SCOTT KELLY, DDS, PC

G. SCOTT KELLY, DDS, PCEIN 38-3472865Plan #001PY 2021

5 LOWRIE AVE - GLADSTONE, MI 49837906-428-1923

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+31.3% from 2020

Total participants

0.0% from 2020

Average account balance

$149,471

+31.3% from 2020

Annual return

21.41%

+1.54 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44M

Not enough data

1 years with asset history on file

Average account balance

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

$222K

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

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1443

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 codes2E2J

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.

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

$19K

$2140 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.432%

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

$149,471

$217,427-31.3%

$185,837-19.6%

$167,518-10.8%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

21.41%

148.39%-127.0pp

122.08%-100.7pp

478.71%-457.3pp

Employer contribution / active EE

$6,523

$5,874+11.1%

$5,168+26.2%

$4,838+34.8%

Participant deferral / active EE

$5,882

$6,357-7.5%

$5,568+5.6%

$6,342-7.3%

Admin fee / account holder

$2,140

$19,816-89.2%

$16,241-86.8%

$12,312-82.6%

G. SCOTT KELLY, DDS PC 401(K) & PS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G. SCOTT KELLY, DDS PC 401(K) & PS

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