Retirement plan

ALISON BOONE, DDS, PLLC 401 K PSP

Name: ALISON BOONE, DDS, PLLC 401 K PSP - ALISON BOONE, DDS, PLLC 401 K PSP (2019) Form 5500
Creator: ALISON BOONE, DDS, PLLC 401 K PSP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALISON BOONE, DDS, PLLC 401 K PSP, ALISON BOONE, DDS, PLLC 401 K PSP

ALISON BOONE, DDS, PLLC 401 K PSPEIN 45-5270076Plan #001PY 2019

101 MILL END COURT SUITE A - ELIZABETH CITY, NC 27909boonedentistry.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$278K

+28.9% from 2018

Total participants

-12.5% from 2018

Average account balance

$46,362

+71.8% from 2018

Annual return

18.36%

+32.37 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.58M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2105

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 codes3B2E2J

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$27K

$3854 / participant

Other / not subdivided$27K100.0%

% of EOY assets

9.698%

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

$46,362

$202,342-77.1%

$172,752-73.2%

$152,897-69.7%

Participation rate

85.7%

87.1%-1.3pp

82.6%+3.1pp

82.5%+3.3pp

Annual return

18.36%

1029.83%-1011.5pp

802.97%-784.6pp

345.43%-327.1pp

Employer contribution / active EE

$2,984

$5,858-49.1%

$5,144-42.0%

$4,764-37.3%

Participant deferral / active EE

$4,108

$5,948-30.9%

$5,198-21.0%

$5,851-29.8%

Admin fee / account holder

$4,496

$17,111-73.7%

$13,955-67.8%

$11,599-61.2%

ALISON BOONE, DDS, PLLC 401 K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALISON BOONE, DDS, PLLC 401 K PSP

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