Retirement plan

RAFAEL VINOLY ARCHITECTS PC 401(K) SAVINGS PLAN

Name: RAFAEL VINOLY ARCHITECTS PC - RAFAEL VINOLY ARCHITECTS PC 401(K) SAVINGS PLAN (2018) Form 5500
Creator: RAFAEL VINOLY ARCHITECTS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAFAEL VINOLY ARCHITECTS PC 401(K) SAVINGS PLAN, RAFAEL VINOLY ARCHITECTS PC

RAFAEL VINOLY ARCHITECTS PCEIN 13-3152224Plan #002PY 2018

50 VANDAM STREET - NEW YORK, NY 10013212-924-5060rvapc.comLinkedIn51-200 employeesarchitecture & planning

Other plans on this EIN

1 filing

#004Retirement-$740K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.8M

+1.3% from 2017

Total participants

140

+6.9% from 2017

Average account balance

$88,950

+6.7% from 2017

Annual return

-2.89%

-22.52 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.32M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$477K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76100

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

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$3,566
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984	Other Services	$0

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$58 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.092%

all-in expense ratio

Categories reported

0 / 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: FUNARO & CO PC
Auditor EIN: 132871428
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,950

$73,102+21.7%

$123,553-28.0%

$56,289+58.0%

Participation rate

40.7%

74.3%-33.6pp

82.3%-41.6pp

69.9%-29.1pp

Annual return

-2.89%

3.01%-5.9pp

119.21%-122.1pp

-9.96%+7.1pp

Employer contribution / active EE

$2,977-100.0%

$4,628-100.0%

$2,111-100.0%

Participant deferral / active EE

$6,683

$5,423+23.2%

$6,426+4.0%

$3,350+99.5%

Admin fee / account holder

$82

$554-85.2%

$9,284-99.1%

$521-84.3%

Provider

Service type

Compensation

ADP BROKER-DEALER4+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$3,566

ADP BROKER-DEALER4+ years

Service code 49 · EIN 22-3319984

Other Services

RAFAEL VINOLY ARCHITECTS PC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAFAEL VINOLY ARCHITECTS PC 401(K) SAVINGS 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