Retirement plan

JACKLYN KURTH ORTHODONTICS 401(K) PLAN

Name: JACKLYN KURTH ORTHODONTICS INC. - JACKLYN KURTH ORTHODONTICS 401(K) PLAN (2019) Form 5500
Creator: JACKLYN KURTH ORTHODONTICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKLYN KURTH ORTHODONTICS 401(K) PLAN, JACKLYN KURTH ORTHODONTICS INC.

JACKLYN KURTH ORTHODONTICS INC.EIN 82-1074559Plan #001PY 2019

1291 E. HILLSDALE BLVD. SUITE 200 - FOSTER CITY, CA 94404650-525-9440jacklynkurthorthodontics.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#002Retirement-$622K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$908K

+27.1% from 2018

Total participants

+5.3% from 2018

Average account balance

$45,384

+20.7% from 2018

Annual return

17.53%

+24.27 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$12K

$911 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.304%

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

$45,384

$202,345-77.6%

$172,755-73.7%

$152,885-70.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

17.53%

1029.77%-1012.2pp

802.94%-785.4pp

345.39%-327.9pp

Employer contribution / active EE

$6,149

$5,858+5.0%

$5,144+19.5%

$4,763+29.1%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,851-100.0%

Admin fee / account holder

$592

$17,111-96.5%

$13,955-95.8%

$11,598-94.9%

JACKLYN KURTH ORTHODONTICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKLYN KURTH ORTHODONTICS 401(K) 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