Retirement plan

ERIN NEILL BROMLEY, DDS AND AIME BROYLES, DDS, PC 401(K) RETIREMENT PLAN

Name: ERIN BROMLEY - ERIN NEILL BROMLEY, DDS AND AIME BROYLES, DDS, PC 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: ERIN BROMLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERIN NEILL BROMLEY, DDS AND AIME BROYLES, DDS, PC 401(K) RETIREMENT PLAN, ERIN BROMLEY

ERIN BROMLEYdba ERIN BROMLEY DDS, PCEIN 43-1784302Plan #001PY 2019

680 SE BAYBERRY LANE, SUITE 105 - LEES SUMMIT, MO 64063816-525-5257

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$626K

+30.9% from 2018

Total participants

+33.3% from 2018

Average account balance

$48,177

+0.7% from 2018

Annual return

16.93%

+25.69 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$798

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$13K

$834 / participant

Other / not subdivided$13K100.0%

% of EOY assets

2.132%

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

$48,177

$202,345-76.2%

$172,755-72.1%

$152,885-68.5%

Participation rate

81.3%

87.1%-5.8pp

82.6%-1.4pp

82.5%-1.2pp

Annual return

16.93%

1029.77%-1012.8pp

802.94%-786.0pp

345.39%-328.5pp

Employer contribution / active EE

$1,518

$5,858-74.1%

$5,144-70.5%

$4,763-68.1%

Participant deferral / active EE

$2,776

$5,948-53.3%

$5,198-46.6%

$5,851-52.6%

Admin fee / account holder

$1,027

$17,111-94.0%

$13,955-92.6%

$11,598-91.1%

ERIN NEILL BROMLEY, DDS AND AIME BROYLES, DDS, PC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERIN NEILL BROMLEY, DDS AND AIME BROYLES, DDS, PC 401(K) RETIREMENT 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