Retirement plan

DYNAMIC DENTAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

Name: DYNAMIC DENTAL SERVICES, LLC - DYNAMIC DENTAL SERVICES, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DYNAMIC DENTAL SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DYNAMIC DENTAL SERVICES, LLC 401(K) PROFIT SHARING PLAN, DYNAMIC DENTAL SERVICES, LLC

DYNAMIC DENTAL SERVICES, LLCEIN 83-0449001Plan #001PY 2019

13401 NEW HAMPSHIRE AVENUE - SILVER SPRINGS, MD 20904301-879-8337

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$885K

+26.8% from 2018

Total participants

+83.3% from 2018

Average account balance

$88,539

-23.9% from 2018

Annual return

11.06%

+21.41 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

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

46.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

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

+11.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1594

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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$740

$74 / participant

Other / not subdivided$740100.0%

% of EOY assets

0.084%

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

$88,539

$202,342-56.2%

$172,752-48.7%

$152,897-42.1%

Participation rate

90.0%

87.1%+2.9pp

82.6%+7.4pp

82.5%+7.5pp

Annual return

11.06%

1029.83%-1018.8pp

802.97%-791.9pp

345.43%-334.4pp

Employer contribution / active EE

$6,088

$5,858+3.9%

$5,144+18.3%

$4,764+27.8%

Participant deferral / active EE

$4,925

$5,948-17.2%

$5,198-5.2%

$5,851-15.8%

Admin fee / account holder

$74

$17,111-99.6%

$13,955-99.5%

$11,599-99.4%

DYNAMIC DENTAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DYNAMIC DENTAL SERVICES, LLC 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