Retirement plan

EMPLOYEE BENEFIT PLAN OF MICROSCOPE DENTISTRY BY SHOUP LLC

Name: MICROSCOPE DENTISTRY BY SHOUP LLC - EMPLOYEE BENEFIT PLAN OF MICROSCOPE DENTISTRY BY SHOUP LLC (2019) Form 5500
Creator: MICROSCOPE DENTISTRY BY SHOUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MICROSCOPE DENTISTRY BY SHOUP LLC, MICROSCOPE DENTISTRY BY SHOUP LLC

MICROSCOPE DENTISTRY BY SHOUP LLCEIN 45-3555473Plan #002PY 2019

14540 PRAIRIE LAKES BLVD N STE 105 - NOBLESVILLE, IN 460604370317-776-1100LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$676K

+27.0% from 2018

Total participants

-20.0% from 2018

Average account balance

$168,977

+58.8% from 2018

Annual return

20.45%

+29.79 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$364K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2463

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 codes2F2G2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$734

$734 / participant

Other / not subdivided$734100.0%

% of EOY assets

0.109%

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

$168,977

$202,342-16.5%

$172,753-2.2%

$152,909+10.5%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

20.45%

1029.88%-1009.4pp

803.00%-782.6pp

345.46%-325.0pp

Employer contribution / active EE

$18,497

$5,857+215.8%

$5,144+259.6%

$4,764+288.3%

Participant deferral / active EE

$36,851

$5,948+519.5%

$5,198+609.0%

$5,851+529.8%

Admin fee / account holder

$184

$17,112-98.9%

$13,956-98.7%

$11,601-98.4%

EMPLOYEE BENEFIT PLAN OF MICROSCOPE DENTISTRY BY SHOUP LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MICROSCOPE DENTISTRY BY SHOUP LLC

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