Retirement plan

SHAWN R. O'CONNOR EMPLOYEES' DEFERRED SAVINGS PROFIT SHARING PLAN

Name: SHAWN R. OCONNOR - SHAWN R. O'CONNOR EMPLOYEES' DEFERRED SAVINGS PROFIT SHARING PLAN (2015) Form 5500
Creator: SHAWN R. OCONNOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHAWN R. O'CONNOR EMPLOYEES' DEFERRED SAVINGS PROFIT SHARING PLAN, SHAWN R. OCONNOR

SHAWN R. OCONNOREIN 14-1751852Plan #001PY 2015

P.O. BOX 249 - SLATE HILL, NY 10923845-374-4000LinkedIn1-10 employeeslegal services

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$599,958

No prior year

Annual return

-5.04%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5153

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$599,958

$127,387+371.0%

$115,038+421.5%

$125,389+378.5%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-5.04%

31.28%-36.3pp

26.14%-31.2pp

282.24%-287.3pp

Employer contribution / active EE

$17,694

$5,166+242.5%

$4,608+284.0%

$4,866+263.6%

Participant deferral / active EE

$13,300

$6,423+107.1%

$6,026+120.7%

$5,352+148.5%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

SHAWN R. O'CONNOR EMPLOYEES' DEFERRED SAVINGS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHAWN R. O'CONNOR EMPLOYEES' DEFERRED SAVINGS PROFIT SHARING 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