Retirement plan

SHAHRAM & LALEH REZAEE, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

Name: SHAHRAM & LALEH REZAEE, D.M.D., P.C - SHAHRAM & LALEH REZAEE, D.M.D., P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SHAHRAM & LALEH REZAEE, D.M.D., P.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHAHRAM & LALEH REZAEE, D.M.D., P.C. 401(K) PROFIT SHARING PLAN, SHAHRAM & LALEH REZAEE, D.M.D., P.C

SHAHRAM & LALEH REZAEE, D.M.D., P.CEIN 93-1308596Plan #001PY 2017

2400 WILLAMETTE STREET - EUGENE, OR 97405541-683-8034

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+30.0% from 2016

Total participants

-15.4% from 2016

Average account balance

$128,471

+53.7% from 2016

Annual return

15.52%

+4.26 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.30M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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

$209K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+11.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3345

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

$17K

$1528 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.190%

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

$128,471

$198,470-35.3%

$170,444-24.6%

$147,585-13.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.52%

257.30%-241.8pp

205.94%-190.4pp

578.56%-563.0pp

Employer contribution / active EE

$8,910

$6,184+44.1%

$5,433+64.0%

$4,876+82.7%

Participant deferral / active EE

$5,848

$5,629+3.9%

$4,939+18.4%

$5,439+7.5%

Admin fee / account holder

$1,528

$16,852-90.9%

$13,881-89.0%

$10,885-86.0%

SHAHRAM & LALEH REZAEE, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHAHRAM & LALEH REZAEE, D.M.D., P.C. 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