Retirement plan

ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST

Name: WEBER D.D.S., P.C. - ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: WEBER D.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST, WEBER D.D.S., P.C.

WEBER D.D.S., P.C.EIN 43-1054856Plan #002PY 2017

222 S. WOODSMILL ROAD, SUITE 720 N. - CHESTERFIELD, MO 630173625314-434-0493

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.8M

+12.8% from 2016

Total participants

-6.9% from 2016

Average account balance

$250,175

+21.2% from 2016

Annual return

10.25%

+13.90 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.95M

Not enough data

1 years with asset history on file

Average account balance

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

$427K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$431K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2102

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$156K

$7430 / participant

Other / not subdivided$156K100.0%

% of EOY assets

2.310%

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

$250,175

$198,457+26.1%

$170,435+46.8%

$147,586+69.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.25%

257.30%-247.1pp

205.94%-195.7pp

578.59%-568.3pp

Employer contribution / active EE

$9,854

$6,183+59.4%

$5,432+81.4%

$4,876+102.1%

Participant deferral / active EE

$3,811

$5,629-32.3%

$4,939-22.8%

$5,439-29.9%

Admin fee / account holder

$5,779

$16,852-65.7%

$13,881-58.4%

$10,886-46.9%

ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. LOUIS COUNTY ORAL & MAXILLOFACIAL SURGERY, INC PROFIT SHARING PLAN & TRUST

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