Retirement plan

AVANTAGGIO, ESQ, P.A., WILLIAM 401(K) PLAN

Name: WILLIAM AVANTAGGIO, ESQ, P.A. - AVANTAGGIO, ESQ, P.A., WILLIAM 401(K) PLAN (2015) Form 5500
Creator: WILLIAM AVANTAGGIO, ESQ, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVANTAGGIO, ESQ, P.A., WILLIAM 401(K) PLAN, WILLIAM AVANTAGGIO, ESQ, P.A.

WILLIAM AVANTAGGIO, ESQ, P.A.EIN 02-0568722Plan #001PY 2015

PO BOX 1449 - DAMARISCOTTA, ME 04543207-563-2655

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$29K

No prior year

Total participants

No prior year

Average account balance

$28,772

No prior year

Annual return

-3.68%

No prior year

Benchmarks

See 103,913 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,913 peers

Snapshot2015

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Analytics

Total assets (EOY)

Plan-year ending balance

$509K

Not enough data

1 years with asset history on file

Average account balance

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

$509K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+15.42%

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

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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 codes2F2G2T3D2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,772

$127,386-77.4%

$115,037-75.0%

$125,391-77.1%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-3.68%

31.28%-35.0pp

26.14%-29.8pp

282.22%-285.9pp

Employer contribution / active EE

$5,166-100.0%

$4,608-100.0%

$4,866-100.0%

Participant deferral / active EE

$12,000

$6,423+86.8%

$6,026+99.1%

$5,352+124.2%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,540-100.0%

AVANTAGGIO, ESQ, P.A., WILLIAM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AVANTAGGIO, ESQ, P.A., WILLIAM 401(K) 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