Retirement plan

PEGGY LEVIN, DDS, INC. 401(K) SAVINGS PLAN & TRUST

Name: PEGGY LEVIN, DDS, INC. - PEGGY LEVIN, DDS, INC. 401(K) SAVINGS PLAN & TRUST (2018) Form 5500
Creator: PEGGY LEVIN, DDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEGGY LEVIN, DDS, INC. 401(K) SAVINGS PLAN & TRUST, PEGGY LEVIN, DDS, INC.

PEGGY LEVIN, DDS, INC.EIN 76-0007112Plan #001PY 2018

17209 GLENMONT PARK - WEBSTER, TX 77598281-480-5252

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

-3.2% from 2017

Total participants

0.0% from 2017

Average account balance

$196,137

+4.8% from 2017

Annual return

2.05%

-14.24 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

$990K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+19.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2187

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 codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

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

$285K

$23775 / participant

Other / not subdivided$285K100.0%

% of EOY assets

12.122%

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

$196,137

$180,462+8.7%

$154,111+27.3%

$135,379+44.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

2.05%

888.17%-886.1pp

735.18%-733.1pp

519.79%-517.7pp

Employer contribution / active EE

$4,582

$6,036-24.1%

$5,298-13.5%

$4,779-4.1%

Participant deferral / active EE

$7,172

$5,806+23.5%

$5,081+41.2%

$5,609+27.9%

Admin fee / account holder

$23,775

$16,145+47.3%

$13,411+77.3%

$10,828+119.6%

PEGGY LEVIN, DDS, INC. 401(K) SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEGGY LEVIN, DDS, INC. 401(K) SAVINGS PLAN & TRUST

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