Retirement plan

GOOSE CREEK DENTAL CARE, LLC PROFIT SHARING 401(K) PLAN AND TRUST

Name: GOOSE CREEK DENTAL CARE, LLC - GOOSE CREEK DENTAL CARE, LLC PROFIT SHARING 401(K) PLAN AND TRUST (2015) Form 5500
Creator: GOOSE CREEK DENTAL CARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOOSE CREEK DENTAL CARE, LLC PROFIT SHARING 401(K) PLAN AND TRUST, GOOSE CREEK DENTAL CARE, LLC

GOOSE CREEK DENTAL CARE, LLCEIN 45-0830865Plan #001PY 2015

100 BERKELEY SQUARE LANE - GOOSE CREEK, SC 29445843-553-5235

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$187K

No prior year

Total participants

No prior year

Average account balance

$11,014

No prior year

Annual return

-6.82%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+0.96%

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 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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$169 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.446%

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

$11,014

$168,635-93.5%

$147,617-92.5%

$125,389-91.2%

Participation rate

93.8%

88.8%+5.0pp

84.6%+9.1pp

83.2%+10.6pp

Annual return

-6.82%

77.65%-84.5pp

61.98%-68.8pp

282.24%-289.1pp

Employer contribution / active EE

$1,773

$6,252-71.6%

$5,564-68.1%

$4,866-63.6%

Participant deferral / active EE

$3,232

$5,507-41.3%

$4,895-34.0%

$5,352-39.6%

Admin fee / account holder

$159

$13,580-98.8%

$11,612-98.6%

$9,541-98.3%

GOOSE CREEK DENTAL CARE, LLC PROFIT SHARING 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOOSE CREEK DENTAL CARE, LLC PROFIT SHARING 401(K) PLAN AND 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