Retirement plan

ROEBUCK FAMILY DENTISTRY, P.A., PROFIT SHARING PLAN

Name: ROEBUCK FAMILY DENTISTRY, P.A. - ROEBUCK FAMILY DENTISTRY, P.A., PROFIT SHARING PLAN (2016) Form 5500
Creator: ROEBUCK FAMILY DENTISTRY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROEBUCK FAMILY DENTISTRY, P.A., PROFIT SHARING PLAN, ROEBUCK FAMILY DENTISTRY, P.A.

ROEBUCK FAMILY DENTISTRY, P.A.EIN 57-1082821Plan #001PY 2016

P.O. BOX 1117 - ROEBUCK, SC 29376864-576-0870roebuckfamilydentistry.comLinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$190,342

No prior year

Annual return

10.32%

No prior year

Benchmarks

See 109,100 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,100 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$327K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

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

+13.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11529

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

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

$38K

$4721 / participant

Other / not subdivided$38K100.0%

% of EOY assets

2.835%

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

$190,342

$181,898+4.6%

$156,552+21.6%

$273,970-30.5%

Participation rate

87.5%

88.4%-0.9pp

84.0%+3.5pp

83.0%+4.5pp

Annual return

10.32%

30.74%-20.4pp

32.23%-21.9pp

41.46%-31.1pp

Employer contribution / active EE

$2,130

$6,248-65.9%

$5,501-61.3%

$4,869-56.3%

Participant deferral / active EE

$5,693

$5,550+2.6%

$4,871+16.9%

$5,287+7.7%

Admin fee / account holder

$5,396

$15,560-65.3%

$13,028-58.6%

$10,132-46.7%

ROEBUCK FAMILY DENTISTRY, P.A., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROEBUCK FAMILY DENTISTRY, 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