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) (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$316K

+7.6% from 2017

Total participants

0.0% from 2017

Average account balance

$79,007

-19.3% from 2017

Annual return

-7.96%

-33.63 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$60

$12 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.019%

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

$79,007

$180,459-56.2%

$154,108-48.7%

$135,380-41.6%

Participation rate

80.0%

87.4%-7.4pp

83.0%-3.0pp

82.6%-2.6pp

Annual return

-7.96%

888.21%-896.2pp

735.21%-743.2pp

519.81%-527.8pp

Employer contribution / active EE

$3,164

$6,035-47.6%

$5,298-40.3%

$4,779-33.8%

Participant deferral / active EE

$5,992

$5,806+3.2%

$5,081+17.9%

$5,609+6.8%

Admin fee / account holder

$15

$16,145-99.9%

$13,411-99.9%

$10,828-99.9%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

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