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 (2020) 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 2020

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$30.6M

+10.6% from 2019

Total participants

0.0% from 2019

Average account balance

$987,656

+10.6% from 2019

Annual return

11.18%

-3.23 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

$557K

$37130 / participant

Other / not subdivided$557K100.0%

% of EOY assets

1.819%

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

$987,656

$209,422+371.6%

$178,503+453.3%

$158,982+521.2%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

11.18%

188.81%-177.6pp

151.12%-139.9pp

302.99%-291.8pp

Employer contribution / active EE

$10,381

$5,707+81.9%

$5,011+107.2%

$4,763+118.0%

Participant deferral / active EE

$5,263

$5,955-11.6%

$5,202+1.2%

$5,983-12.0%

Admin fee / account holder

$17,966

$17,079+5.2%

$13,987+28.4%

$11,252+59.7%

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