Retirement plan

GREGORICH FAMILY DENTAL, P. A. SAFE HARBOR 401K PROFIT SHARING PLAN

Name: GREGORICH FAMILY DENTAL, P.A. - GREGORICH FAMILY DENTAL, P. A. SAFE HARBOR 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: GREGORICH FAMILY DENTAL, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREGORICH FAMILY DENTAL, P. A. SAFE HARBOR 401K PROFIT SHARING PLAN, GREGORICH FAMILY DENTAL, P.A.

GREGORICH FAMILY DENTAL, P.A.EIN 41-1300602Plan #001PY 2018

421 EAST 4TH STREET - DULUTH, MN 55805218-727-1488

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$653K

-0.3% from 2017

Total participants

+10.0% from 2017

Average account balance

$65,327

-10.2% from 2017

Annual return

-3.34%

-40.65 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

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

+21.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$720

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 codes2E2J3D

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.
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

$116K

$10527 / participant

Other / not subdivided$116K100.0%

% of EOY assets

17.726%

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

$65,327

$180,466-63.8%

$154,114-57.6%

$135,382-51.7%

Participation rate

90.9%

87.4%+3.5pp

83.0%+7.9pp

82.6%+8.3pp

Annual return

-3.34%

888.15%-891.5pp

735.16%-738.5pp

519.77%-523.1pp

Employer contribution / active EE

$6,845

$6,035+13.4%

$5,298+29.2%

$4,779+43.2%

Participant deferral / active EE

$5,161

$5,806-11.1%

$5,081+1.6%

$5,609-8.0%

Admin fee / account holder

$11,580

$16,144-28.3%

$13,411-13.7%

$10,829+6.9%

GREGORICH FAMILY DENTAL, P. A. SAFE HARBOR 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREGORICH FAMILY DENTAL, P. A. SAFE HARBOR 401K PROFIT SHARING 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