Retirement plan

G. ROBERT HOPPER, DDS, P.C. 401(K) PROFIT SHARING PLAN

Name: G. ROBERT HOPPER, DDS, P.C. - G. ROBERT HOPPER, DDS, P.C. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: G. ROBERT HOPPER, DDS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G. ROBERT HOPPER, DDS, P.C. 401(K) PROFIT SHARING PLAN, G. ROBERT HOPPER, DDS, P.C.

G. ROBERT HOPPER, DDS, P.C.EIN 62-1733366Plan #001PY 2022

468 NORTH PARKWAY, WINDSOR COMMONS - JACKSON, TN 38305731-664-5615

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$608K

-5.3% from 2021

Total participants

-11.1% from 2021

Average account balance

$75,941

+6.5% from 2021

Annual return

-5.94%

-9.50 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

$40K

$6730 / participant

Other / not subdivided$40K100.0%

% of EOY assets

6.647%

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

$75,941

$167,353-54.6%

$143,797-47.2%

$134,545-43.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-5.94%

0.48%-6.4pp

-0.04%-5.9pp

418.37%-424.3pp

Employer contribution / active EE

$1,259

$5,620-77.6%

$4,952-74.6%

$4,742-73.5%

Participant deferral / active EE

$4,500

$6,447-30.2%

$5,638-20.2%

$6,401-29.7%

Admin fee / account holder

$5,048

$18,096-72.1%

$14,679-65.6%

$11,431-55.8%

G. ROBERT HOPPER, DDS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G. ROBERT HOPPER, DDS, P.C. 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