Retirement plan

ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Name: ROBT. W. HALL CONSULTING ENGINEERING, INC. - ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ROBT. W. HALL CONSULTING ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN, ROBT. W. HALL CONSULTING ENGINEERING, INC.

ROBT. W. HALL CONSULTING ENGINEERING, INC.EIN 04-2392628Plan #002PY 2018

540 MEADOW STREET EXTENSION - AGAWAM, MA 01001413-789-0960LinkedIn11-50 employeesarchitecture & planning

Other plans on this EIN

1 filing

#003Retirement-$75K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+0.2% from 2017

Total participants

+33.3% from 2017

Average account balance

$206,837

-18.0% from 2017

Annual return

-6.84%

-20.82 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24607

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$206,837

$138,076+49.8%

$123,553+67.4%

$135,380+52.8%

Participation rate

90.9%

84.7%+6.2pp

82.3%+8.6pp

82.6%+8.3pp

Annual return

-6.84%

153.70%-160.5pp

119.21%-126.0pp

519.81%-526.6pp

Employer contribution / active EE

$5,535

$5,152+7.4%

$4,628+19.6%

$4,779+15.8%

Participant deferral / active EE

$8,930

$6,800+31.3%

$6,426+39.0%

$5,609+59.2%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING 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