Retirement plan

DENKLER AND HUDSON 401(K) PROFIT SHARING PLAN

Name: KEITH DENKLER & ROSALIND HUDSON M.D. - DENKLER AND HUDSON 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: KEITH DENKLER & ROSALIND HUDSON M.D.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENKLER AND HUDSON 401(K) PROFIT SHARING PLAN, KEITH DENKLER & ROSALIND HUDSON M.D.

KEITH DENKLER & ROSALIND HUDSON M.D.EIN 76-0219660Plan #001PY 2016

275 MAGNOLIA AVE - LARKSPUR, CA 949392056415-924-6010aestheticsurgery.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-14.2% from 2015

Total participants

0.0% from 2015

Average account balance

$202,079

-14.2% from 2015

Annual return

-18.53%

-32.29 pp from 2015

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

$5.19M

Not enough data

1 years with asset history on file

Average account balance

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

$577K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+28.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1444

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 codes2E2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$2438 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.517%

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

$202,079

$181,896+11.1%

$156,551+29.1%

$273,972-26.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

-18.53%

30.74%-49.3pp

32.23%-50.8pp

41.46%-60.0pp

Employer contribution / active EE

$15,192

$6,248+143.1%

$5,501+176.2%

$4,869+212.0%

Participant deferral / active EE

$10,890

$5,550+96.2%

$4,871+123.6%

$5,287+106.0%

Admin fee / account holder

$1,045

$15,560-93.3%

$13,028-92.0%

$10,133-89.7%

DENKLER AND HUDSON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENKLER AND HUDSON 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