Retirement plan

JOHN J FLATLEY 401(K) PROFIT SHARING PLAN & TRUST

Name: JOHN J FLATLEY - JOHN J FLATLEY 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: JOHN J FLATLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN J FLATLEY 401(K) PROFIT SHARING PLAN & TRUST, JOHN J FLATLEY

JOHN J FLATLEYEIN 04-2947383Plan #001PY 2018

45 DAN ROAD, SUITE 320 - CANTON, MA 02021781-380-7731johnflatleyco.comLinkedIn51-200 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+12.9% from 2017

Total participants

+15.7% from 2017

Average account balance

$30,126

-2.0% from 2017

Annual return

-6.55%

-22.50 pp from 2017

Benchmarks

See 3,521 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.50M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$493K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2343

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 codes2E2F2G2J2T3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$13K

$326 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.837%

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

$30,126

$56,484-46.7%

$169,452-82.2%

$64,181-53.1%

Participation rate

85.4%

64.5%+20.8pp

77.8%+7.6pp

69.6%+15.8pp

Annual return

-6.55%

-1.55%-5.0pp

1.83%-8.4pp

7.63%-14.2pp

Employer contribution / active EE

$2,382

$1,832+30.0%

$4,157-42.7%

$2,381+0.1%

Participant deferral / active EE

$4,507

$3,448+30.7%

$5,277-14.6%

$3,470+29.9%

Admin fee / account holder

$252

$4,174-94.0%

$9,110-97.2%

$4,887-94.8%

JOHN J FLATLEY 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN J FLATLEY 401(K) PROFIT SHARING PLAN & TRUST

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