Retirement plan

BRIAN L. HOCHSTEIN, D.D.S., P.A. 401K PLAN

Name: BRIAN L. HOCHSTEIN, D.D.S., P.A. - BRIAN L. HOCHSTEIN, D.D.S., P.A. 401K PLAN (2020) Form 5500
Creator: BRIAN L. HOCHSTEIN, D.D.S., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIAN L. HOCHSTEIN, D.D.S., P.A. 401K PLAN, BRIAN L. HOCHSTEIN, D.D.S., P.A.

BRIAN L. HOCHSTEIN, D.D.S., P.A.EIN 75-2673238Plan #001PY 2020

2244 S. BUCKNER BLVD., STE C - DALLAS, TX 752278578214-381-0663smileteam4kids.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+13.3% from 2019

Total participants

-14.3% from 2019

Average account balance

$120,319

+32.1% from 2019

Annual return

15.57%

-5.77 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

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

+24.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5273

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

$68K

$6215 / participant

Other / not subdivided$68K100.0%

% of EOY assets

4.735%

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

$120,319

$209,422-42.5%

$178,503-32.6%

$158,982-24.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

15.57%

188.81%-173.2pp

151.12%-135.5pp

302.99%-287.4pp

Employer contribution / active EE

$1,490

$5,707-73.9%

$5,011-70.3%

$4,763-68.7%

Participant deferral / active EE

$2,025

$5,955-66.0%

$5,202-61.1%

$5,983-66.2%

Admin fee / account holder

$5,697

$17,079-66.6%

$13,987-59.3%

$11,252-49.4%

BRIAN L. HOCHSTEIN, D.D.S., P.A. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIAN L. HOCHSTEIN, D.D.S., P.A. 401K 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