Retirement plan

NAVID MEHRANPOUR DDS DENTAL CORP RETIREMENT PLAN

Name: NAVID MEHRANPOUR DDS DENTAL CORP - NAVID MEHRANPOUR DDS DENTAL CORP RETIREMENT PLAN (2019) Form 5500
Creator: NAVID MEHRANPOUR DDS DENTAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NAVID MEHRANPOUR DDS DENTAL CORP RETIREMENT PLAN, NAVID MEHRANPOUR DDS DENTAL CORP

NAVID MEHRANPOUR DDS DENTAL CORPEIN 82-1245213Plan #001PY 2019

1545 N. TEXAS STREET, SUITE 311 - FAIRFIELD, CA 94533707-422-2410

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$175K

+70.2% from 2018

Total participants

-14.3% from 2018

Average account balance

$29,243

+70.2% from 2018

Annual return

25.69%

+25.69 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

$576K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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

1 tripped

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

$20

$3 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.011%

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

$29,243

$202,345-85.5%

$172,755-83.1%

$152,885-80.9%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

25.69%

1029.77%-1004.1pp

802.94%-777.3pp

345.39%-319.7pp

Employer contribution / active EE

$2,808

$5,858-52.1%

$5,144-45.4%

$4,763-41.0%

Participant deferral / active EE

$4,840

$5,948-18.6%

$5,198-6.9%

$5,851-17.3%

Admin fee / account holder

$17,111-100.0%

$13,955-100.0%

$11,598-100.0%

NAVID MEHRANPOUR DDS DENTAL CORP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NAVID MEHRANPOUR DDS DENTAL CORP 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