Retirement plan

POTH FAMILY DENTAL, S.C. 401(K) PS PLAN

Name: POTH FAMILY DENTAL, S.C. - POTH FAMILY DENTAL, S.C. 401(K) PS PLAN (2018) Form 5500
Creator: POTH FAMILY DENTAL, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POTH FAMILY DENTAL, S.C. 401(K) PS PLAN, POTH FAMILY DENTAL, S.C.

POTH FAMILY DENTAL, S.C.EIN 39-1768814Plan #001PY 2018

100 MARTIN DRIVE - FREDONIA, WI 53021262-692-2461pothfamilydental.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

-10.2% from 2017

Total participants

+15.4% from 2017

Average account balance

$82,237

-17.1% from 2017

Annual return

-18.43%

-37.71 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$298K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4189

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 codes2E3D2G2J2F2T

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$82,237

$180,462-54.4%

$154,111-46.6%

$135,379-39.3%

Participation rate

80.0%

87.4%-7.4pp

83.0%-3.0pp

82.6%-2.6pp

Annual return

-18.43%

888.17%-906.6pp

735.18%-753.6pp

519.79%-538.2pp

Employer contribution / active EE

$1,447

$6,036-76.0%

$5,298-72.7%

$4,779-69.7%

Participant deferral / active EE

$8,373

$5,806+44.2%

$5,081+64.8%

$5,609+49.3%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

POTH FAMILY DENTAL, S.C. 401(K) PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

POTH FAMILY DENTAL, S.C. 401(K) PS 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