Retirement plan

CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORP 401(K) PROFIT SHARING PLAN

Name: CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORPORATION - CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORP 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORP 401(K) PROFIT SHARING PLAN, CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORPORATION

CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORPORATIONEIN 94-2250359Plan #002PY 2018

1174 MONTGOMERY DRIVE - SANTA ROSA, CA 95405707-545-4625

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$24.7M

-2.7% from 2017

Total participants

+3.6% from 2017

Average account balance

$851,079

-6.1% from 2017

Annual return

-0.79%

-14.92 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.84M

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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.

176.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4095

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$907K

$45372 / participant

Other / not subdivided$907K100.0%

% of EOY assets

3.677%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$851,079

$180,449+371.6%

$154,107+452.3%

$135,375+528.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-0.79%

888.09%-888.9pp

735.12%-735.9pp

519.73%-520.5pp

Employer contribution / active EE

$8,925

$6,035+47.9%

$5,298+68.5%

$4,779+86.8%

Participant deferral / active EE

$3,579

$5,806-38.4%

$5,081-29.6%

$5,609-36.2%

Admin fee / account holder

$31,291

$16,143+93.8%

$13,411+133.3%

$10,827+189.0%

CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORSI, HOEY, PEARSON, D.D.S., A PROFESSIONAL CORP 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