Retirement plan

ROBERT H. PETERSON DDS PC 401(K) PLAN

Name: ROBERT H. PETERSON DDS PC - ROBERT H. PETERSON DDS PC 401(K) PLAN (2024) Form 5500
Creator: ROBERT H. PETERSON DDS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT H. PETERSON DDS PC 401(K) PLAN, ROBERT H. PETERSON DDS PC

ROBERT H. PETERSON DDS PCEIN 46-4373949Plan #001PY 2024

5 NORTHSHORE RD. - LAKE OSWEGO, OR 97034503-635-3438lakeoswegodds.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$382K

+24.8% from 2023

Total participants

+33.3% from 2023

Average account balance

$63,680

+24.8% from 2023

Annual return

18.94%

+4.90 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$382K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2155

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 codes2G2J3D2F2T

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.
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.
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

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

$13K

$1616 / participant

Other / not subdivided$13K100.0%

% of EOY assets

3.383%

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

$63,680

$183,539-65.3%

$155,556-59.1%

$145,897-56.4%

Participation rate

75.0%

82.7%-7.7pp

78.2%-3.2pp

80.3%-5.3pp

Annual return

18.94%

61.31%-42.4pp

64.84%-45.9pp

552.29%-533.4pp

Employer contribution / active EE

$1,465

$5,315-72.4%

$4,675-68.7%

$4,663-68.6%

Participant deferral / active EE

$2,297

$6,467-64.5%

$5,631-59.2%

$6,689-65.7%

Admin fee / account holder

$2,155

$19,275-88.8%

$15,885-86.4%

$13,390-83.9%

ROBERT H. PETERSON DDS PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT H. PETERSON DDS PC 401(K) 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