Retirement plan

BRYAN E. PIERCE, D.D.S 401K PROFIT SHARING PLAN

Name: BRYAN E. PIERCE, D.D.S - BRYAN E. PIERCE, D.D.S 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: BRYAN E. PIERCE, D.D.S
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRYAN E. PIERCE, D.D.S 401K PROFIT SHARING PLAN, BRYAN E. PIERCE, D.D.S

BRYAN E. PIERCE, D.D.SEIN 68-0465808Plan #001PY 2016

11400 DONNER PASS ROAD - TRUCKEE, CA 96161530-587-6096truckeedentist.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$522K

No prior year

Total participants

No prior year

Average account balance

$130,471

No prior year

Annual return

9.30%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.89M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+50.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1256

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$133K

$26525 / participant

Other / not subdivided$133K100.0%

% of EOY assets

25.413%

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

$130,471

$181,896-28.3%

$156,551-16.7%

$273,972-52.4%

Participation rate

80.0%

88.4%-8.4pp

84.0%-4.0pp

83.0%-3.0pp

Annual return

9.30%

30.74%-21.4pp

32.23%-22.9pp

41.46%-32.2pp

Employer contribution / active EE

$2,930

$6,248-53.1%

$5,501-46.7%

$4,869-39.8%

Participant deferral / active EE

$6,004

$5,550+8.2%

$4,871+23.3%

$5,287+13.6%

Admin fee / account holder

$33,157

$15,560+113.1%

$13,028+154.5%

$10,133+227.2%

BRYAN E. PIERCE, D.D.S 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRYAN E. PIERCE, D.D.S 401K 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