Retirement plan

SLCE ARCHITECTS LLP 401(K) PROFIT SHARING PLAN & TRUST

Name: SCHUMAN LICHTENSTEIN CLAMAN EF - SLCE ARCHITECTS LLP 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: SCHUMAN LICHTENSTEIN CLAMAN EF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLCE ARCHITECTS LLP 401(K) PROFIT SHARING PLAN & TRUST, SCHUMAN LICHTENSTEIN CLAMAN EF

SCHUMAN LICHTENSTEIN CLAMAN EFEIN 13-1519446Plan #001PY 2016

1359 BROADWAY 14 FLOOR - NEW YORK, NY 10018212-979-8400slcearch.comLinkedIn51-200 employeesarchitecture & planning

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$6.2M

+13.7% from 2015

Total participants

121

+6.1% from 2015

Average account balance

$81,055

+21.0% from 2015

Annual return

7.72%

+11.16 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.18M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

83.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$666K

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

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8616

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$12 / participant

Contract admin$86063.5%
Other / not subdivided$49536.5%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAHONEY SABOL
Auditor EIN: 061289571
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,055

$75,183+7.8%

$123,894-34.6%

$55,167+46.9%

Participation rate

60.7%

72.8%-12.1pp

81.4%-20.7pp

69.0%-8.3pp

Annual return

7.72%

19.01%-11.3pp

47.52%-39.8pp

169.23%-161.5pp

Employer contribution / active EE

$2,823-100.0%

$4,617-100.0%

$1,963-100.0%

Participant deferral / active EE

$5,160

$5,084+1.5%

$5,984-13.8%

$3,054+68.9%

Admin fee / account holder

$18

$663-97.3%

$8,357-99.8%

$504-96.5%

SLCE ARCHITECTS LLP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SLCE ARCHITECTS LLP 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