Retirement plan

KRISTIN W. HERRING, DDS, PLLC 401(K) RETIREMENT PLAN

Name: KRISTIN W. HERRING, DDS, PLLC - KRISTIN W. HERRING, DDS, PLLC 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: KRISTIN W. HERRING, DDS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRISTIN W. HERRING, DDS, PLLC 401(K) RETIREMENT PLAN, KRISTIN W. HERRING, DDS, PLLC

KRISTIN W. HERRING, DDS, PLLCEIN 80-0875675Plan #001PY 2015

1930 WOODRIDGE DR - HICKORY, NC 286025592828-294-1044

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$151K

No prior year

Total participants

No prior year

Average account balance

$30,240

No prior year

Annual return

-7.57%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$888K

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1251

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$748

$150 / participant

Other / not subdivided$748100.0%

% of EOY assets

0.495%

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

$30,240

$168,636-82.1%

$147,618-79.5%

$125,388-75.9%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-7.57%

77.65%-85.2pp

61.98%-69.6pp

282.24%-289.8pp

Employer contribution / active EE

$11,842

$6,252+89.4%

$5,565+112.8%

$4,866+143.4%

Participant deferral / active EE

$4,454

$5,507-19.1%

$4,895-9.0%

$5,352-16.8%

Admin fee / account holder

$150

$13,580-98.9%

$11,612-98.7%

$9,541-98.4%

KRISTIN W. HERRING, DDS, PLLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRISTIN W. HERRING, DDS, PLLC 401(K) RETIREMENT 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