Retirement plan

KNOXVILLE DENTAL CENTER, P. C. 401K PROFIT SHARING PLAN

Name: KNOXVILLE DENTAL CENTER, P.C. - KNOXVILLE DENTAL CENTER, P. C. 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: KNOXVILLE DENTAL CENTER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KNOXVILLE DENTAL CENTER, P. C. 401K PROFIT SHARING PLAN, KNOXVILLE DENTAL CENTER, P.C.

KNOXVILLE DENTAL CENTER, P.C.EIN 46-2796587Plan #001PY 2020

202 EAST ROBINSON STREET - KNOXVILLE, IA 50138641-828-7777knoxvilledentalcenter.comLinkedIn1-10 employees

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$670K

+33.6% from 2019

Total participants

+18.2% from 2019

Average account balance

$95,770

+14.5% from 2019

Annual return

22.44%

-50.22 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.37%

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$125

$11 / participant

Other / not subdivided$125100.0%

% 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

$95,770

$209,428-54.3%

$178,498-46.3%

$158,950-39.7%

Participation rate

45.5%

86.4%-40.9pp

81.9%-36.5pp

82.0%-36.5pp

Annual return

22.44%

188.78%-166.3pp

151.09%-128.7pp

302.91%-280.5pp

Employer contribution / active EE

$925

$5,707-83.8%

$5,011-81.5%

$4,762-80.6%

Participant deferral / active EE

$4,176

$5,955-29.9%

$5,202-19.7%

$5,983-30.2%

Admin fee / account holder

$18

$17,077-99.9%

$13,985-99.9%

$11,248-99.8%

KNOXVILLE DENTAL CENTER, P. C. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KNOXVILLE DENTAL CENTER, P. C. 401K 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