Retirement plan

HEALTHY SMILES FAMILY DENTISTRY PLLP 401(K) PLAN

Name: HEALTHY SMILES FAMILY DENTISTRY - HEALTHY SMILES FAMILY DENTISTRY PLLP 401(K) PLAN (2016) Form 5500
Creator: HEALTHY SMILES FAMILY DENTISTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEALTHY SMILES FAMILY DENTISTRY PLLP 401(K) PLAN, HEALTHY SMILES FAMILY DENTISTRY

HEALTHY SMILES FAMILY DENTISTRYEIN 73-1554427Plan #001PY 2016

201 N. LYNN RIGGS BLVD. - CLAREMORE, OK 74017918-749-0303

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2M

+14.9% from 2015

Total participants

+35.3% from 2015

Average account balance

$111,739

+14.9% from 2015

Annual return

8.38%

+11.48 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

103.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1546

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 codes2E2G2J2T3B3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$26K

$570 / participant

Other / not subdivided$26K100.0%

% of EOY assets

1.274%

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

$111,739

$77,638+43.9%

$156,551-28.6%

$62,881+77.7%

Participation rate

37.8%

71.2%-33.4pp

84.0%-46.2pp

69.3%-31.5pp

Annual return

8.38%

50.33%-41.9pp

32.23%-23.8pp

20.14%-11.8pp

Employer contribution / active EE

$763

$3,444-77.9%

$5,501-86.1%

$2,281-66.6%

Participant deferral / active EE

$1,790

$3,046-41.2%

$4,871-63.3%

$3,203-44.1%

Admin fee / account holder

$1,424

$5,561-74.4%

$13,028-89.1%

$4,296-66.8%

HEALTHY SMILES FAMILY DENTISTRY PLLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEALTHY SMILES FAMILY DENTISTRY PLLP 401(K) 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