Retirement plan

WUITENG KOH, DDS, MS, PS 401(K) PLAN

Name: WUITENG KOH, DDS, MS, PS - WUITENG KOH, DDS, MS, PS 401(K) PLAN (2023) Form 5500
Creator: WUITENG KOH, DDS, MS, PS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WUITENG KOH, DDS, MS, PS 401(K) PLAN, WUITENG KOH, DDS, MS, PS

WUITENG KOH, DDS, MS, PSEIN 91-1856882Plan #002PY 2023

2412 ROSEMONT PLACE WEST - SEATTLE, WA 98199206-365-3666

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+29.2% from 2022

Total participants

+8.3% from 2022

Average account balance

$142,169

+19.3% from 2022

Annual return

22.56%

+41.87 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2010

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

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

$15K

$2104 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.797%

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

$142,169

$175,259-18.9%

$149,723-5.0%

$139,487+1.9%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

22.56%

166.82%-144.3pp

134.50%-111.9pp

373.84%-351.3pp

Employer contribution / active EE

$2,973

$5,478-45.7%

$4,821-38.3%

$4,755-37.5%

Participant deferral / active EE

$10,606

$6,522+62.6%

$5,682+86.6%

$6,713+58.0%

Admin fee / account holder

$1,133

$16,158-93.0%

$13,215-91.4%

$11,407-90.1%

WUITENG KOH, DDS, MS, PS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WUITENG KOH, DDS, MS, PS 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