Retirement plan

DARREN S HUDDLESTON DMD PC 401K PROFIT SHARING PLAN

Name: DARREN S HUDDLESTON DMD PC - DARREN S HUDDLESTON DMD PC 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: DARREN S HUDDLESTON DMD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DARREN S HUDDLESTON DMD PC 401K PROFIT SHARING PLAN, DARREN S HUDDLESTON DMD PC

DARREN S HUDDLESTON DMD PCEIN 93-1302851Plan #001PY 2016

1035 NE 6TH STREET, SUITE A - GRANTS PASS, OR 97526541-479-3961

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$894K

No prior year

Total participants

No prior year

Average account balance

$99,324

No prior year

Annual return

7.30%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$112K

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-77.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$430995

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

$21K

$2343 / participant

Other / not subdivided$21K100.0%

% of EOY assets

2.359%

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

$99,324

$181,896-45.4%

$156,551-36.6%

$273,972-63.7%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.30%

30.74%-23.4pp

32.23%-24.9pp

41.46%-34.2pp

Employer contribution / active EE

$1,704

$6,248-72.7%

$5,501-69.0%

$4,869-65.0%

Participant deferral / active EE

$4,540

$5,550-18.2%

$4,871-6.8%

$5,287-14.1%

Admin fee / account holder

$2,343

$15,560-84.9%

$13,028-82.0%

$10,133-76.9%

DARREN S HUDDLESTON DMD PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DARREN S HUDDLESTON DMD PC 401K 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