Retirement plan

TOD WILLIAMS BILLIE TSIEN ARCHITECTS PARTNERS LLP 401(K) PSP

Name: TOD WILLIAMS BILLIE TSIEN ARCHITECTS - TOD WILLIAMS BILLIE TSIEN ARCHITECTS PARTNERS LLP 401(K) PSP (2019) Form 5500
Creator: TOD WILLIAMS BILLIE TSIEN ARCHITECTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOD WILLIAMS BILLIE TSIEN ARCHITECTS PARTNERS LLP 401(K) PSP, TOD WILLIAMS BILLIE TSIEN ARCHITECTS

TOD WILLIAMS BILLIE TSIEN ARCHITECTSEIN 13-2924912Plan #001PY 2019

222 CENTRAL PARK S - NEW YORK, NY 100191408212-582-2385twbta.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+47.4% from 2018

Total participants

+10.9% from 2018

Average account balance

$61,280

+31.7% from 2018

Annual return

27.24%

+34.42 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.89M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

256.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+14.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39799

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 codes2E3D2G2J2F2T

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).

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

$61,280

$89,367-31.4%

$141,191-56.6%

$72,975-16.0%

Participation rate

90.0%

75.1%+14.9pp

82.5%+7.5pp

69.5%+20.5pp

Annual return

27.24%

111.87%-84.6pp

71.41%-44.2pp

81.01%-53.8pp

Employer contribution / active EE

$3,131

$3,115+0.5%

$4,736-33.9%

$2,440+28.3%

Participant deferral / active EE

$6,728

$5,419+24.2%

$6,710+0.3%

$3,608+86.5%

Admin fee / account holder

$5,957-100.0%

$10,264-100.0%

$5,124-100.0%

TOD WILLIAMS BILLIE TSIEN ARCHITECTS PARTNERS LLP 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TOD WILLIAMS BILLIE TSIEN ARCHITECTS PARTNERS LLP 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion