Retirement plan

ANNAPOLIS PEDIATRIC DENTISTRY, LLC 401(K) PLAN 401(K)

Name: ANNAPOLIS PEDIATRIC DENTISTRY, LLC - ANNAPOLIS PEDIATRIC DENTISTRY, LLC 401(K) PLAN 401(K) (2016) Form 5500
Creator: ANNAPOLIS PEDIATRIC DENTISTRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANNAPOLIS PEDIATRIC DENTISTRY, LLC 401(K) PLAN 401(K), ANNAPOLIS PEDIATRIC DENTISTRY, LLC

ANNAPOLIS PEDIATRIC DENTISTRY, LLCEIN 45-2434399Plan #002PY 2016

41 OLD SOLOMONS ISLAND ROAD, SUITE 103 - ANNAPOLIS, MD 21401410-573-0691annapolispediatricdentistry.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$199K

No prior year

Total participants

No prior year

Average account balance

$66,471

No prior year

Annual return

20.55%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+19.91%

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 codes2J2T3D

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$66,471

$181,896-63.5%

$156,551-57.5%

$273,972-75.7%

Participation rate

60.0%

88.4%-28.4pp

84.0%-24.0pp

83.0%-23.0pp

Annual return

20.55%

30.74%-10.2pp

32.23%-11.7pp

41.46%-20.9pp

Employer contribution / active EE

$2,773

$6,248-55.6%

$5,501-49.6%

$4,869-43.0%

Participant deferral / active EE

$5,603

$5,550+1.0%

$4,871+15.0%

$5,287+6.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

ANNAPOLIS PEDIATRIC DENTISTRY, LLC 401(K) PLAN 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANNAPOLIS PEDIATRIC DENTISTRY, LLC 401(K) PLAN 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion