Retirement plan

CARNEY,ROY & GERROL,P.C. 401(K)PROFIT SHARING PLAN

Name: CARNEY,ROY & GERROL,P.C. - CARNEY,ROY & GERROL,P.C. 401(K)PROFIT SHARING PLAN (2015) Form 5500
Creator: CARNEY,ROY & GERROL,P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARNEY,ROY & GERROL,P.C. 401(K)PROFIT SHARING PLAN, CARNEY,ROY & GERROL,P.C.

CARNEY,ROY & GERROL,P.C.EIN 06-1352068Plan #001PY 2015

35 COLD SPRING RD, SUITE 111 - ROCKY HILL, CT 06067860-721-5786crandg.comLinkedIn1-10 employeesaccounting

Other plans on this EIN

1 filing

#002Retirement-$590K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$590K

No prior year

Total participants

No prior year

Average account balance

$98,395

No prior year

Annual return

0.36%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$8K

$1374 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.397%

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

$98,395

$127,387-22.8%

$115,038-14.5%

$125,389-21.5%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

0.36%

31.28%-30.9pp

26.14%-25.8pp

282.24%-281.9pp

Employer contribution / active EE

$5,421

$5,166+4.9%

$4,608+17.6%

$4,866+11.4%

Participant deferral / active EE

$15,838

$6,423+146.6%

$6,026+162.8%

$5,352+196.0%

Admin fee / account holder

$1,374

$9,516-85.6%

$8,175-83.2%

$9,541-85.6%

CARNEY,ROY & GERROL,P.C. 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARNEY,ROY & GERROL,P.C. 401(K)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