Retirement plan

EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST

Name: ALAN GURMAN DDS, P.C. - EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ALAN GURMAN DDS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST, ALAN GURMAN DDS, P.C.

ALAN GURMAN DDS, P.C.dba ALPINE DENTAL, P.C.EIN 84-1037235Plan #001PY 2017

9351 GRANT STREET 550 - THORNTON, CO 80229303-428-6367

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$987K

+12.5% from 2016

Total participants

-11.1% from 2016

Average account balance

$123,383

+26.5% from 2016

Annual return

15.16%

+2.62 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

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

+10.56%

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$72K

$11998 / participant

Other / not subdivided$72K100.0%

% of EOY assets

7.293%

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

$123,383

$198,457-37.8%

$170,435-27.6%

$147,586-16.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.16%

257.30%-242.1pp

205.94%-190.8pp

578.59%-563.4pp

Employer contribution / active EE

$1,510

$6,183-75.6%

$5,432-72.2%

$4,876-69.0%

Participant deferral / active EE

$6,524

$5,629+15.9%

$4,939+32.1%

$5,439+19.9%

Admin fee / account holder

$8,998

$16,852-46.6%

$13,881-35.2%

$10,886-17.3%

EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST

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