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 (2019) 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 2019

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$27.7M

+12.2% from 2018

Total participants

+6.9% from 2018

Average account balance

$893,030

+4.9% from 2018

Annual return

14.41%

+15.20 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

158.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+7.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7208

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

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

$967K

$48363 / participant

Other / not subdivided$967K100.0%

% of EOY assets

3.494%

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

$893,030

$202,342+341.3%

$172,753+416.9%

$152,909+484.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

14.41%

1029.88%-1015.5pp

803.00%-788.6pp

345.46%-331.1pp

Employer contribution / active EE

$9,964

$5,857+70.1%

$5,144+93.7%

$4,764+109.2%

Participant deferral / active EE

$4,030

$5,948-32.2%

$5,198-22.5%

$5,851-31.1%

Admin fee / account holder

$31,202

$17,112+82.3%

$13,956+123.6%

$11,601+169.0%

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