Retirement plan

SOUTH ATLANTA ENDODONTIC SPECI 401(K) PROFIT SHARING PLAN & TRUST

Name: SOUTH ATLANTA ENDODONTIC - SOUTH ATLANTA ENDODONTIC SPECI 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: SOUTH ATLANTA ENDODONTIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH ATLANTA ENDODONTIC SPECI 401(K) PROFIT SHARING PLAN & TRUST, SOUTH ATLANTA ENDODONTIC

SOUTH ATLANTA ENDODONTICEIN 58-2637965Plan #001PY 2018

1640 PHOENIX BLVD - STE 180 - ATLANTA, GA 30349770-996-4500southatlendo.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$331K

+3.8% from 2017

Total participants

+83.3% from 2017

Average account balance

$36,730

-30.8% from 2017

Annual return

-5.46%

-25.37 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

$871K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2639

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 codes2T3D2E2G2J2F

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$364 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.880%

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

$36,730

$180,466-79.6%

$154,114-76.2%

$135,382-72.9%

Participation rate

75.0%

87.4%-12.4pp

83.0%-8.0pp

82.6%-7.6pp

Annual return

-5.46%

888.15%-893.6pp

735.16%-740.6pp

519.77%-525.2pp

Employer contribution / active EE

$1,454

$6,035-75.9%

$5,298-72.6%

$4,779-69.6%

Participant deferral / active EE

$2,233

$5,806-61.5%

$5,081-56.1%

$5,609-60.2%

Admin fee / account holder

$323

$16,144-98.0%

$13,411-97.6%

$10,829-97.0%

SOUTH ATLANTA ENDODONTIC SPECI 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH ATLANTA ENDODONTIC SPECI 401(K) 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