Retirement plan

ST. CROIX-SUNRISE 401(K) PROFIT SHARING PLAN

Name: SUNRISE RIVER DENTAL, P.A. - ST. CROIX-SUNRISE 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SUNRISE RIVER DENTAL, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. CROIX-SUNRISE 401(K) PROFIT SHARING PLAN, SUNRISE RIVER DENTAL, P.A.

SUNRISE RIVER DENTAL, P.A.EIN 41-1891341Plan #001PY 2018

P O BOX 845 26357 FOREST BLVD. - WYOMING, MN 550920845651-462-7017LinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$812K

-3.8% from 2017

Total participants

+16.7% from 2017

Average account balance

$73,798

-30.0% from 2017

Annual return

-9.16%

-25.38 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$330

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.10%

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$222

$28 / participant

Other / not subdivided$222100.0%

% of EOY assets

0.027%

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

$73,798

$180,466-59.1%

$154,114-52.1%

$135,382-45.5%

Participation rate

62.5%

87.4%-24.9pp

83.0%-20.5pp

82.6%-20.1pp

Annual return

-9.16%

888.15%-897.3pp

735.16%-744.3pp

519.77%-528.9pp

Employer contribution / active EE

$3,377

$6,035-44.1%

$5,298-36.3%

$4,779-29.3%

Participant deferral / active EE

$2,304

$5,806-60.3%

$5,081-54.6%

$5,609-58.9%

Admin fee / account holder

$20

$16,144-99.9%

$13,411-99.8%

$10,829-99.8%

ST. CROIX-SUNRISE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. CROIX-SUNRISE 401(K) 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