Retirement plan

HUDSON VIEW ORTHODONTICS, P.C. 401(K) PLAN AND TRUST

Name: HUDSON VIEW ORTHODONTICS, P.C. - HUDSON VIEW ORTHODONTICS, P.C. 401(K) PLAN AND TRUST (2020) Form 5500
Creator: HUDSON VIEW ORTHODONTICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUDSON VIEW ORTHODONTICS, P.C. 401(K) PLAN AND TRUST, HUDSON VIEW ORTHODONTICS, P.C.

HUDSON VIEW ORTHODONTICS, P.C.EIN 45-3799653Plan #001PY 2020

620 FT WASHINGTON AVE 1-M - NEW YORK, NY 10040516-822-3700hudsonviewortho.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$695K

+18.4% from 2019

Total participants

-12.5% from 2019

Average account balance

$57,936

+18.4% from 2019

Annual return

15.02%

-8.13 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$797K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106

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 codes2E2G2J2T3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$598

$46 / participant

Other / not subdivided$598100.0%

% of EOY assets

0.086%

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

$57,936

$209,422-72.3%

$178,503-67.5%

$158,982-63.6%

Participation rate

84.6%

86.4%-1.7pp

81.9%+2.7pp

82.0%+2.6pp

Annual return

15.02%

188.81%-173.8pp

151.12%-136.1pp

302.99%-288.0pp

Employer contribution / active EE

$5,707-100.0%

$5,011-100.0%

$4,763-100.0%

Participant deferral / active EE

$1,551

$5,955-74.0%

$5,202-70.2%

$5,983-74.1%

Admin fee / account holder

$50

$17,079-99.7%

$13,987-99.6%

$11,252-99.6%

HUDSON VIEW ORTHODONTICS, P.C. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUDSON VIEW ORTHODONTICS, P.C. 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