Retirement plan

WILLIAM YODER, DMD, PLLC 401(K) RETIREMENT PLAN

Name: WILLIAM YODER, DMD, PLLC - WILLIAM YODER, DMD, PLLC 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: WILLIAM YODER, DMD, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM YODER, DMD, PLLC 401(K) RETIREMENT PLAN, WILLIAM YODER, DMD, PLLC

WILLIAM YODER, DMD, PLLCEIN 47-1111076Plan #001PY 2018

1332 SNAKE FOOT DRIVE #104 - LOUISVILLE, KY 402431921859-327-8286

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$168K

+42.7% from 2017

Total participants

0.0% from 2017

Average account balance

$33,674

+42.7% from 2017

Annual return

-14.02%

-38.14 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

$438K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$468

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 codes2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$261 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.930%

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

$33,674

$180,459-81.3%

$154,108-78.1%

$135,380-75.1%

Participation rate

83.3%

87.4%-4.1pp

83.0%+0.3pp

82.6%+0.7pp

Annual return

-14.02%

888.21%-902.2pp

735.21%-749.2pp

519.81%-533.8pp

Employer contribution / active EE

$2,242

$6,035-62.9%

$5,298-57.7%

$4,779-53.1%

Participant deferral / active EE

$8,906

$5,806+53.4%

$5,081+75.3%

$5,609+58.8%

Admin fee / account holder

$313

$16,145-98.1%

$13,411-97.7%

$10,828-97.1%

WILLIAM YODER, DMD, PLLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM YODER, DMD, PLLC 401(K) RETIREMENT 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