Retirement plan

STEPHANIE G HACKNEY, DDS PA 401K PROFIT SHARING PLAN & TRUST

Name: STEPHANIE G HACKNEY, DDS PA - STEPHANIE G HACKNEY, DDS PA 401K PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: STEPHANIE G HACKNEY, DDS PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHANIE G HACKNEY, DDS PA 401K PROFIT SHARING PLAN & TRUST, STEPHANIE G HACKNEY, DDS PA

STEPHANIE G HACKNEY, DDS PAEIN 56-2008728Plan #001PY 2018

516 OLD MACCUMBER STATION ROAD - WILMINGTON, NC 28405910-231-4225LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$522K

-17.9% from 2017

Total participants

-7.7% from 2017

Average account balance

$47,438

-10.4% from 2017

Annual return

-7.13%

-23.89 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

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1487

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$98K

$12202 / participant

Other / not subdivided$98K100.0%

% of EOY assets

18.707%

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

$47,438

$180,466-73.7%

$154,114-69.2%

$135,382-65.0%

Participation rate

87.5%

87.4%+0.1pp

83.0%+4.5pp

82.6%+4.9pp

Annual return

-7.13%

888.15%-895.3pp

735.16%-742.3pp

519.77%-526.9pp

Employer contribution / active EE

$912

$6,035-84.9%

$5,298-82.8%

$4,779-80.9%

Participant deferral / active EE

$2,727

$5,806-53.0%

$5,081-46.3%

$5,609-51.4%

Admin fee / account holder

$8,874

$16,144-45.0%

$13,411-33.8%

$10,829-18.0%

STEPHANIE G HACKNEY, DDS PA 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEPHANIE G HACKNEY, DDS PA 401K PROFIT SHARING PLAN & TRUST

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