Retirement plan

CONWAY DENTAL CARE, P. A. 401(K) PROFIT SHARING PLAN

Name: CONWAY DENTAL CARE, P.A - CONWAY DENTAL CARE, P. A. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CONWAY DENTAL CARE, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONWAY DENTAL CARE, P. A. 401(K) PROFIT SHARING PLAN, CONWAY DENTAL CARE, P.A

CONWAY DENTAL CARE, P.AEIN 59-3053803Plan #001PY 2018

3862 CURRY FORD ROAD - ORLANDO, FL 32806407-894-2048conwaydentalcare.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$760K

-3.0% from 2017

Total participants

+33.3% from 2017

Average account balance

$126,597

-3.0% from 2017

Annual return

-5.55%

-24.32 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$437K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+20.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46

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 codes2E2G2J3D2T

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$90

$18 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.012%

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

$126,597

$180,462-29.8%

$154,111-17.9%

$135,379-6.5%

Participation rate

60.0%

87.4%-27.4pp

83.0%-23.0pp

82.6%-22.6pp

Annual return

-5.55%

888.17%-893.7pp

735.18%-740.7pp

519.79%-525.3pp

Employer contribution / active EE

$1,185

$6,036-80.4%

$5,298-77.6%

$4,779-75.2%

Participant deferral / active EE

$2,784

$5,806-52.1%

$5,081-45.2%

$5,609-50.4%

Admin fee / account holder

$15

$16,145-99.9%

$13,411-99.9%

$10,828-99.9%

CONWAY DENTAL CARE, P. A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONWAY DENTAL CARE, P. A. 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