Retirement plan

RETIREMENT INCOME SECURITY PLAN-DELAWARE PEDIATRIC DENTISTRY, LLC

Name: DELAWARE PEDIATRIC DENTISTRY, LLC - RETIREMENT INCOME SECURITY PLAN-DELAWARE PEDIATRIC DENTISTRY, LLC (2022) Form 5500
Creator: DELAWARE PEDIATRIC DENTISTRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT INCOME SECURITY PLAN-DELAWARE PEDIATRIC DENTISTRY, LLC, DELAWARE PEDIATRIC DENTISTRY, LLC

DELAWARE PEDIATRIC DENTISTRY, LLCEIN 83-1433343Plan #001PY 2022

625 N DUPONT BLVD - MILFORD, DE 19963302-315-2019delpd.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$127K

+89.6% from 2021

Total participants

+54.5% from 2021

Average account balance

$7,958

+30.4% from 2021

Annual return

-22.80%

-22.80 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$926K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

102.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

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

+33.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1456

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 codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return 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

$5K

$283 / participant

Other / not subdivided$5K100.0%

% of EOY assets

3.559%

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

$7,958

$167,352-95.2%

$143,788-94.5%

$134,509-94.1%

Participation rate

93.8%

84.8%+8.9pp

80.3%+13.4pp

81.2%+12.5pp

Annual return

-22.80%

0.47%-23.3pp

-0.03%-22.8pp

418.13%-440.9pp

Employer contribution / active EE

$1,796

$5,620-68.0%

$4,952-63.7%

$4,741-62.1%

Participant deferral / active EE

$3,143

$6,447-51.2%

$5,638-44.3%

$6,400-50.9%

Admin fee / account holder

$283

$18,091-98.4%

$14,675-98.1%

$11,427-97.5%

RETIREMENT INCOME SECURITY PLAN-DELAWARE PEDIATRIC DENTISTRY, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT INCOME SECURITY PLAN-DELAWARE PEDIATRIC DENTISTRY, LLC

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