Retirement plan

KAITLIN DONOVAN, DMD, PA 401(K) PROFIT SHARING PLAN

Name: KAITLIN DONOVAN, DMD, PA - KAITLIN DONOVAN, DMD, PA 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: KAITLIN DONOVAN, DMD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAITLIN DONOVAN, DMD, PA 401(K) PROFIT SHARING PLAN, KAITLIN DONOVAN, DMD, PA

KAITLIN DONOVAN, DMD, PAEIN 84-1808657Plan #001PY 2022

5380 STADIUM PKWAY., STE 119 - VIERA, FL 32955321-403-2313

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$359K

+2.8% from 2021

Total participants

0.0% from 2021

Average account balance

$17,097

+2.8% from 2021

Annual return

-19.28%

-34.02 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

$619K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

237.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$925

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 codes2G2J3D

Plan features

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.
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

$2K

$160 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.670%

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

$17,097

$167,352-89.8%

$143,788-88.1%

$134,509-87.3%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-19.28%

0.47%-19.8pp

-0.03%-19.2pp

418.13%-437.4pp

Employer contribution / active EE

$2,044

$5,620-63.6%

$4,952-58.7%

$4,741-56.9%

Participant deferral / active EE

$3,214

$6,447-50.1%

$5,638-43.0%

$6,400-49.8%

Admin fee / account holder

$114

$18,091-99.4%

$14,675-99.2%

$11,427-99.0%

KAITLIN DONOVAN, DMD, PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAITLIN DONOVAN, DMD, PA 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