Retirement plan

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

Name: ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE - WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY (2019) Form 5500
Creator: ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY, ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE

ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEEEIN 06-1587683Plan #001PY 2019

12 LEES LANE - WESTPORT, CT 068802018203-336-0166

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+19.0% from 2018

Total participants

0.0% from 2018

Average account balance

$2,119,540

No prior year

Annual return

16.88%

+17.88 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$3.3M

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

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$66K

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

+5.51%

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

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 codes2C2E2G2J3B

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$859

$859 / participant

Other / not subdivided$859100.0%

% of EOY assets

0.041%

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

$2,119,540

$104,937+1919.8%

$84,628+2404.5%

$152,897+1286.3%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

16.88%

373.88%-357.0pp

258.80%-241.9pp

345.43%-328.5pp

Employer contribution / active EE

$37,954

$3,303+1049.1%

$2,653+1330.6%

$4,764+696.8%

Participant deferral / active EE

$4,690-100.0%

$3,900-100.0%

$5,851-100.0%

Admin fee / account holder

$859

$6,243-86.2%

$4,914-82.5%

$11,599-92.6%

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

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