Retirement plan

R.E. DINNEEN ARCHITECTS & PLANNERS, INC. PROFIT SHARING PLAN

Name: R.E. DINNEEN ARCHITECTS & PLANNERS - R.E. DINNEEN ARCHITECTS & PLANNERS, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: R.E. DINNEEN ARCHITECTS & PLANNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.E. DINNEEN ARCHITECTS & PLANNERS, INC. PROFIT SHARING PLAN, R.E. DINNEEN ARCHITECTS & PLANNERS

R.E. DINNEEN ARCHITECTS & PLANNERSEIN 04-2842023Plan #001PY 2018

123 NORTH WASHINGTON STREET - BOSTON, MA 021142134617-227-7727vivoarch.coLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-49.7% from 2017

Total participants

-5.0% from 2017

Average account balance

$69,298

-46.6% from 2017

Annual return

-0.84%

-10.96 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

211.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2342

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$81915 / participant

Other / not subdivided$1M100.0%

% of EOY assets

103.431%

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

$69,298

$138,072-49.8%

$123,549-43.9%

$135,382-48.8%

Participation rate

78.6%

84.7%-6.2pp

82.3%-3.7pp

82.6%-4.1pp

Annual return

-0.84%

153.69%-154.5pp

119.20%-120.0pp

519.77%-520.6pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$4,867

$6,799-28.4%

$6,426-24.3%

$5,609-13.2%

Admin fee / account holder

$71,676

$10,917+556.6%

$9,284+672.0%

$10,829+561.9%

R.E. DINNEEN ARCHITECTS & PLANNERS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.E. DINNEEN ARCHITECTS & PLANNERS, INC. 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