Retirement plan

BIRDWELL ORTHODONTIC ARTS, PLLC 401(K) PLAN

Name: BIRDWELL ORTHODONTIC ARTS, PLLC - BIRDWELL ORTHODONTIC ARTS, PLLC 401(K) PLAN (2018) Form 5500
Creator: BIRDWELL ORTHODONTIC ARTS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIRDWELL ORTHODONTIC ARTS, PLLC 401(K) PLAN, BIRDWELL ORTHODONTIC ARTS, PLLC

BIRDWELL ORTHODONTIC ARTS, PLLCEIN 47-2599628Plan #001PY 2018

421 NW 10TH, SUITE 201-E - OKLAHOMA CITY, OK 73103405-604-3745

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$345K

+13.5% from 2017

Total participants

+22.2% from 2017

Average account balance

$31,378

-7.2% from 2017

Annual return

-7.58%

-123.95 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

164.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2259

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$45K

$4514 / participant

Other / not subdivided$45K100.0%

% of EOY assets

13.077%

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

$31,378

$180,466-82.6%

$154,114-79.6%

$135,382-76.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.58%

888.15%-895.7pp

735.16%-742.7pp

519.77%-527.4pp

Employer contribution / active EE

$5,834

$6,035-3.3%

$5,298+10.1%

$4,779+22.1%

Participant deferral / active EE

$5,056

$5,806-12.9%

$5,081-0.5%

$5,609-9.9%

Admin fee / account holder

$4,103

$16,144-74.6%

$13,411-69.4%

$10,829-62.1%

BIRDWELL ORTHODONTIC ARTS, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIRDWELL ORTHODONTIC ARTS, PLLC 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