Retirement plan

PEELE DENTAL, PA 401(K) PLAN

Name: PEELE DENTAL, PA - PEELE DENTAL, PA 401(K) PLAN (2020) Form 5500
Creator: PEELE DENTAL, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEELE DENTAL, PA 401(K) PLAN, PEELE DENTAL, PA

PEELE DENTAL, PAEIN 84-2843032Plan #001PY 2020

4830 CHATEAU AVENUE - N. CHARLESTON, SC 29405843-225-8718

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$159K

+97.9% from 2019

Total participants

0.0% from 2019

Average account balance

$17,625

+9.9% from 2019

Annual return

18.06%

+18.06 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5402

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 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

$208 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.182%

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

$17,625

$209,425-91.6%

$178,499-90.1%

$158,966-88.9%

Participation rate

77.8%

86.4%-8.6pp

81.9%-4.2pp

82.0%-4.2pp

Annual return

18.06%

188.80%-170.7pp

151.10%-133.0pp

302.95%-284.9pp

Employer contribution / active EE

$2,075

$5,707-63.6%

$5,011-58.6%

$4,762-56.4%

Participant deferral / active EE

$5,241

$5,955-12.0%

$5,202+0.7%

$5,983-12.4%

Admin fee / account holder

$208

$17,078-98.8%

$13,986-98.5%

$11,250-98.1%

PEELE DENTAL, PA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEELE DENTAL, PA 401(K) 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