Retirement plan

BARTON I SOPER DDS MS PLLC 401(K) PLAN

Name: BARTON I SOPER DDS MS PLLC - BARTON I SOPER DDS MS PLLC 401(K) PLAN (2024) Form 5500
Creator: BARTON I SOPER DDS MS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARTON I SOPER DDS MS PLLC 401(K) PLAN, BARTON I SOPER DDS MS PLLC

BARTON I SOPER DDS MS PLLCEIN 91-2141227Plan #001PY 2024

14575 BEL-RED ROAD SUITE 200 - BELLEVUE, WA 98007425-747-9494

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$311K

+64.2% from 2023

Total participants

+17.1% from 2023

Average account balance

$7,968

+39.0% from 2023

Annual return

16.21%

-32.20 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

139.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$175

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 codes3D2E2J2F2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

$7K

$244 / participant

Other / not subdivided$7K100.0%

% of EOY assets

2.194%

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

$7,968

$81,331-90.2%

$155,534-94.9%

$80,935-90.2%

Participation rate

92.9%

66.3%+26.6pp

78.2%+14.6pp

67.7%+25.2pp

Annual return

16.21%

33.37%-17.2pp

64.92%-48.7pp

35.66%-19.5pp

Employer contribution / active EE

$388

$3,105-87.5%

$4,675-91.7%

$2,757-85.9%

Participant deferral / active EE

$3,018

$3,454-12.6%

$5,630-46.4%

$4,299-29.8%

Admin fee / account holder

$175

$7,999-97.8%

$15,900-98.9%

$6,924-97.5%

BARTON I SOPER DDS MS PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARTON I SOPER DDS MS PLLC 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