Retirement plan

GREGORY P. JOSEPH LAW OFFICES LLC 401(K) PLAN

Name: JOSEPH HAGE AARONSON LLC - GREGORY P. JOSEPH LAW OFFICES LLC 401(K) PLAN (2017) Form 5500
Creator: JOSEPH HAGE AARONSON LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREGORY P. JOSEPH LAW OFFICES LLC 401(K) PLAN, JOSEPH HAGE AARONSON LLC

JOSEPH HAGE AARONSON LLCEIN 13-4159456Plan #001PY 2017

485 LEXINGTON AVENUE, 30TH FLOOR - NEW YORK, NY 10017212-407-1200jhany.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$9.4M

+20.5% from 2016

Total participants

+8.0% from 2016

Average account balance

$349,088

+11.6% from 2016

Annual return

15.28%

+8.01 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.07M

Not enough data

1 years with asset history on file

Average account balance

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

$949K

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

$520K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+9.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50054

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 codes2E2F2J3D

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).
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$349,088

$85,766+307.0%

$136,297+156.1%

$70,131+397.8%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

15.28%

31.45%-16.2pp

5156.16%-5140.9pp

73.14%-57.9pp

Employer contribution / active EE

$2,954

$2,966-0.4%

$4,696-37.1%

$2,342+26.1%

Participant deferral / active EE

$12,155

$5,051+140.6%

$6,247+94.6%

$3,332+264.8%

Admin fee / account holder

$5,420-100.0%

$9,244-100.0%

$4,645-100.0%

GREGORY P. JOSEPH LAW OFFICES LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GREGORY P. JOSEPH LAW OFFICES LLC 401(K) PLAN

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