Retirement plan

DAVID BROWN ENDODONTICS RETIREMENT PLAN

Name: DAVID BROWN ENDODONTICS - DAVID BROWN ENDODONTICS RETIREMENT PLAN (2020) Form 5500
Creator: DAVID BROWN ENDODONTICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID BROWN ENDODONTICS RETIREMENT PLAN, DAVID BROWN ENDODONTICS

DAVID BROWN ENDODONTICSEIN 94-3404165Plan #001PY 2020

450 SUTTER ST., SUITE 1719 - SAN FRANCISCO, CA 941084206415-781-2999LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$731K

+13.7% from 2019

Total participants

0.0% from 2019

Average account balance

$243,714

+13.7% from 2019

Annual return

3.58%

-2.36 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$994K

Not enough data

1 years with asset history on file

Average account balance

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

$331K

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

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$243,714

$209,428+16.4%

$178,498+36.5%

$158,950+53.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

3.58%

188.78%-185.2pp

151.09%-147.5pp

302.91%-299.3pp

Employer contribution / active EE

$11,333

$5,707+98.6%

$5,011+126.2%

$4,762+138.0%

Participant deferral / active EE

$10,267

$5,955+72.4%

$5,202+97.4%

$5,983+71.6%

Admin fee / account holder

$17,077-100.0%

$13,985-100.0%

$11,248-100.0%

DAVID BROWN ENDODONTICS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVID BROWN ENDODONTICS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion