Retirement plan

DTC EYE ASSOCIATES P.C. PROFIT SHARING PLAN

Name: DTC EYE ASSOCIATES, P.C. - DTC EYE ASSOCIATES P.C. PROFIT SHARING PLAN (2020) Form 5500
Creator: DTC EYE ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DTC EYE ASSOCIATES P.C. PROFIT SHARING PLAN, DTC EYE ASSOCIATES, P.C.

DTC EYE ASSOCIATES, P.C.EIN 84-0965070Plan #001PY 2020

8400 E. PRENTICE AVENUE, SUITE 1200 - GREENWOOD VILLAGE, CO 80111303-793-3000

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.4M

+7.5% from 2019

Total participants

0.0% from 2019

Average account balance

$238,654

+7.5% from 2019

Annual return

5.18%

+2.06 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.71M

Not enough data

1 years with asset history on file

Average account balance

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

$542K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.71%

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 codes2E2H2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$132 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.055%

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

$238,654

$209,428+14.0%

$178,498+33.7%

$158,950+50.1%

Participation rate

90.0%

86.4%+3.6pp

81.9%+8.1pp

82.0%+8.0pp

Annual return

5.18%

188.78%-183.6pp

151.09%-145.9pp

302.91%-297.7pp

Employer contribution / active EE

$2,564

$5,707-55.1%

$5,011-48.8%

$4,762-46.2%

Participant deferral / active EE

$2,768

$5,955-53.5%

$5,202-46.8%

$5,983-53.7%

Admin fee / account holder

$132

$17,077-99.2%

$13,985-99.1%

$11,248-98.8%

DTC EYE ASSOCIATES P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DTC EYE ASSOCIATES P.C. 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