Retirement plan

ROLLING HILLS DENTISTRY 401(K) COMPASS RETIREMENT PLAN

Name: BLAKE I. WINOKUR, D.M.D., P.C. - ROLLING HILLS DENTISTRY 401(K) COMPASS RETIREMENT PLAN (2019) Form 5500
Creator: BLAKE I. WINOKUR, D.M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROLLING HILLS DENTISTRY 401(K) COMPASS RETIREMENT PLAN, BLAKE I. WINOKUR, D.M.D., P.C.

BLAKE I. WINOKUR, D.M.D., P.C.EIN 81-4950208Plan #001PY 2019

53 NORTH STREET - DANBURY, CT 06810203-743-0783

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$118K

+148.6% from 2018

Total participants

0.0% from 2018

Average account balance

$16,831

+184.1% from 2018

Annual return

33.71%

+33.71 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$607K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2623

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$259 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.755%

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

$16,831

$202,342-91.7%

$172,752-90.3%

$152,897-89.0%

Participation rate

87.5%

87.1%+0.4pp

82.6%+4.9pp

82.5%+5.0pp

Annual return

33.71%

1029.83%-996.1pp

802.97%-769.3pp

345.43%-311.7pp

Employer contribution / active EE

$1,098

$5,858-81.3%

$5,144-78.7%

$4,764-77.0%

Participant deferral / active EE

$5,807

$5,948-2.4%

$5,198+11.7%

$5,851-0.8%

Admin fee / account holder

$295

$17,111-98.3%

$13,955-97.9%

$11,599-97.5%

ROLLING HILLS DENTISTRY 401(K) COMPASS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROLLING HILLS DENTISTRY 401(K) COMPASS 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