Retirement plan

BRUCE A. BRITTAIN, D.D.S. PROFIT SHARING PLAN

Name: BRUCE A. BRITTAIN, D.D.S. - BRUCE A. BRITTAIN, D.D.S. PROFIT SHARING PLAN (2018) Form 5500
Creator: BRUCE A. BRITTAIN, D.D.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRUCE A. BRITTAIN, D.D.S. PROFIT SHARING PLAN, BRUCE A. BRITTAIN, D.D.S.

BRUCE A. BRITTAIN, D.D.S.EIN 48-0957934Plan #001PY 2018

428 LIOBA DRIVE - ANDOVER, KS 67002316-733-2415

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-2.3% from 2017

Total participants

+42.9% from 2017

Average account balance

$126,646

-24.0% from 2017

Annual return

-8.28%

-19.62 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

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

+1.40%

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 codes2E2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$9K

$888 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.779%

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

$126,646

$180,466-29.8%

$154,114-17.8%

$135,382-6.5%

Participation rate

90.0%

87.4%+2.6pp

83.0%+7.0pp

82.6%+7.4pp

Annual return

-8.28%

888.15%-896.4pp

735.16%-743.4pp

519.77%-528.1pp

Employer contribution / active EE

$1,279

$6,035-78.8%

$5,298-75.9%

$4,779-73.2%

Participant deferral / active EE

$5,743

$5,806-1.1%

$5,081+13.0%

$5,609+2.4%

Admin fee / account holder

$987

$16,144-93.9%

$13,411-92.6%

$10,829-90.9%

BRUCE A. BRITTAIN, D.D.S. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRUCE A. BRITTAIN, D.D.S. 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