Retirement plan

SOUTHERN MINNESOTA PERIODONTICS, P. A. 401(K) PROFIT SHARING PLAN

Name: SOUTHERN MINNESOTA PERIODONTICS, P.A. - SOUTHERN MINNESOTA PERIODONTICS, P. A. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SOUTHERN MINNESOTA PERIODONTICS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN MINNESOTA PERIODONTICS, P. A. 401(K) PROFIT SHARING PLAN, SOUTHERN MINNESOTA PERIODONTICS, P.A.

SOUTHERN MINNESOTA PERIODONTICS, P.A.EIN 81-2895838Plan #001PY 2018

99 NAVAHO AVENUE, SUITE 102 - MANKATO, MN 56001507-345-7537

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$615K

+14.5% from 2017

Total participants

+62.5% from 2017

Average account balance

$47,274

-29.5% from 2017

Annual return

3.94%

-13.57 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$475K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+31.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$210

$35 / participant

Other / not subdivided$210100.0%

% of EOY assets

0.034%

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

$47,274

$180,466-73.8%

$154,114-69.3%

$135,382-65.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

3.94%

888.15%-884.2pp

735.16%-731.2pp

519.77%-515.8pp

Employer contribution / active EE

$2,843

$6,035-52.9%

$5,298-46.3%

$4,779-40.5%

Participant deferral / active EE

$6,607

$5,806+13.8%

$5,081+30.0%

$5,609+17.8%

Admin fee / account holder

$16

$16,144-99.9%

$13,411-99.9%

$10,829-99.9%

SOUTHERN MINNESOTA PERIODONTICS, P. A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN MINNESOTA PERIODONTICS, P. A. 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