Retirement plan

ORTHODONTIC GROUP OF THE FINGERLAKES PLLC 401K PROFIT SHARING PLAN

Name: ORTHODONTIC GROUP OF THE FINGERLAKES PLLC - ORTHODONTIC GROUP OF THE FINGERLAKES PLLC 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: ORTHODONTIC GROUP OF THE FINGERLAKES PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHODONTIC GROUP OF THE FINGERLAKES PLLC 401K PROFIT SHARING PLAN, ORTHODONTIC GROUP OF THE FINGERLAKES PLLC

ORTHODONTIC GROUP OF THE FINGERLAKES PLLCEIN 82-3217811Plan #001PY 2020

4981 W. GENESEE STREET - CAMILLUS, NY 13031607-272-3921delightfulsmiles.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$177K

+20.1% from 2019

Total participants

+50.0% from 2019

Average account balance

$29,518

-19.9% from 2019

Annual return

12.49%

-10.47 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$149K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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 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

$1K

$744 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.840%

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

$29,518

$209,422-85.9%

$178,503-83.5%

$158,982-81.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

12.49%

188.81%-176.3pp

151.12%-138.6pp

302.99%-290.5pp

Employer contribution / active EE

$1,744

$5,707-69.4%

$5,011-65.2%

$4,763-63.4%

Participant deferral / active EE

$3,857

$5,955-35.2%

$5,202-25.9%

$5,983-35.5%

Admin fee / account holder

$248

$17,079-98.5%

$13,987-98.2%

$11,252-97.8%

ORTHODONTIC GROUP OF THE FINGERLAKES PLLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHODONTIC GROUP OF THE FINGERLAKES PLLC 401K 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