Retirement plan

RORY A. KNAPP, D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Name: RORY A. KNAPP, D.D.S., P.S. - RORY A. KNAPP, D.D.S., P.S. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: RORY A. KNAPP, D.D.S., P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RORY A. KNAPP, D.D.S., P.S. 401(K) PROFIT SHARING PLAN, RORY A. KNAPP, D.D.S., P.S.

RORY A. KNAPP, D.D.S., P.S.EIN 91-2091873Plan #002PY 2017

949 E NELSON ROAD - MOSES LAKE, WA 98837509-765-8831roryknappdds.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+14.2% from 2016

Total participants

0.0% from 2016

Average account balance

$225,615

+14.2% from 2016

Annual return

18.82%

+15.85 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

$4.37M

Not enough data

1 years with asset history on file

Average account balance

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

$365K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2093

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 codes2E2J

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.

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

$212K

$26523 / participant

Other / not subdivided$212K100.0%

% of EOY assets

8.550%

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

$225,615

$198,457+13.7%

$170,435+32.4%

$147,586+52.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.82%

257.30%-238.5pp

205.94%-187.1pp

578.59%-559.8pp

Employer contribution / active EE

$5,299

$6,183-14.3%

$5,432-2.5%

$4,876+8.7%

Participant deferral / active EE

$6,494

$5,629+15.4%

$4,939+31.5%

$5,439+19.4%

Admin fee / account holder

$19,289

$16,852+14.5%

$13,881+39.0%

$10,886+77.2%

RORY A. KNAPP, D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RORY A. KNAPP, D.D.S., P.S. 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