Retirement plan

JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Name: JENNIFER L. ORTEGA, D.M.D., P.A. - JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: JENNIFER L. ORTEGA, D.M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN, JENNIFER L. ORTEGA, D.M.D., P.A.

JENNIFER L. ORTEGA, D.M.D., P.A.EIN 46-2046975Plan #001PY 2018

201 MORAY LANE, SUITE A - WINTER PARK, FL 32792407-599-5900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$262K

+10.7% from 2017

Total participants

0.0% from 2017

Average account balance

$65,460

+10.7% from 2017

Annual return

-3.73%

-24.35 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

$942K

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2E2J

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.

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

$6K

$1195 / participant

Other / not subdivided$6K100.0%

% of EOY assets

2.283%

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

$65,460

$180,459-63.7%

$154,108-57.5%

$135,380-51.6%

Participation rate

80.0%

87.4%-7.4pp

83.0%-3.0pp

82.6%-2.6pp

Annual return

-3.73%

888.21%-891.9pp

735.21%-738.9pp

519.81%-523.5pp

Employer contribution / active EE

$2,756

$6,035-54.3%

$5,298-48.0%

$4,779-42.3%

Participant deferral / active EE

$5,264

$5,806-9.3%

$5,081+3.6%

$5,609-6.2%

Admin fee / account holder

$1,494

$16,145-90.7%

$13,411-88.9%

$10,828-86.2%

JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JENNIFER ORTEGA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN

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