Retirement plan

DONALD W. HUNT, JR., D.M.D., M.S.D., P.A. PROFIT SHARING PLAN

Name: DONALD W. HUNT, JR., D.M.D., M.S.D., P.A. - DONALD W. HUNT, JR., D.M.D., M.S.D., P.A. PROFIT SHARING PLAN (2017) Form 5500
Creator: DONALD W. HUNT, JR., D.M.D., M.S.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONALD W. HUNT, JR., D.M.D., M.S.D., P.A. PROFIT SHARING PLAN, DONALD W. HUNT, JR., D.M.D., M.S.D., P.A.

DONALD W. HUNT, JR., D.M.D., M.S.D., P.A.EIN 51-0529570Plan #001PY 2017

2409 WADE HAMPTON BLVD. - GREENVILLE, SC 29615864-268-2100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+17.4% from 2016

Total participants

-7.7% from 2016

Average account balance

$93,646

+27.2% from 2016

Annual return

10.74%

+6.32 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.49M

Not enough data

1 years with asset history on file

Average account balance

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

$226K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3349

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$281

$28 / participant

Other / not subdivided$281100.0%

% of EOY assets

0.025%

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

$93,646

$198,461-52.8%

$170,436-45.1%

$147,585-36.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.74%

257.30%-246.6pp

205.94%-195.2pp

578.57%-567.8pp

Employer contribution / active EE

$1,477

$6,184-76.1%

$5,433-72.8%

$4,876-69.7%

Participant deferral / active EE

$4,936

$5,629-12.3%

$4,939-0.1%

$5,439-9.3%

Admin fee / account holder

$23

$16,852-99.9%

$13,880-99.8%

$10,885-99.8%

DONALD W. HUNT, JR., D.M.D., M.S.D., P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONALD W. HUNT, JR., D.M.D., M.S.D., P.A. 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