Retirement plan

WILLIAM A. DEYERLE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

Name: WILLIAM A. DEYERLE, D.D.S. LTD. - WILLIAM A. DEYERLE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: WILLIAM A. DEYERLE, D.D.S. LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM A. DEYERLE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN, WILLIAM A. DEYERLE, D.D.S. LTD.

WILLIAM A. DEYERLE, D.D.S. LTD.EIN 54-1123863Plan #001PY 2023

5020 GRANDIN ROAD EXT, S.W. - ROANOKE, VA 240182203540-989-4093

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.2M

+10.8% from 2022

Total participants

-9.1% from 2022

Average account balance

$622,822

+21.9% from 2022

Annual return

8.95%

+21.48 pp from 2022

Benchmarks

See 108,045 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,045 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.73M

Not enough data

1 years with asset history on file

Average account balance

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

$644K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5477

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$58K

$6431 / participant

Other / not subdivided$58K100.0%

% of EOY assets

0.929%

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

$622,822

$175,257+255.4%

$149,717+316.0%

$139,456+346.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

8.95%

166.70%-157.7pp

134.41%-125.5pp

373.45%-364.5pp

Employer contribution / active EE

$8,959

$5,477+63.6%

$4,820+85.9%

$4,753+88.5%

Participant deferral / active EE

$2,822

$6,521-56.7%

$5,682-50.3%

$6,711-58.0%

Admin fee / account holder

$5,788

$16,156-64.2%

$13,213-56.2%

$11,407-49.3%

WILLIAM A. DEYERLE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM A. DEYERLE, D.D.S., LTD. 401(K) 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