Retirement plan

ACHIEVEMENTS, PLLC 401(K) PLAN

Name: ACHIEVEMENTS, PLLC - ACHIEVEMENTS, PLLC 401(K) PLAN (2015) Form 5500
Creator: ACHIEVEMENTS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACHIEVEMENTS, PLLC 401(K) PLAN, ACHIEVEMENTS, PLLC

ACHIEVEMENTS, PLLCEIN 14-1805576Plan #001PY 2015

623 NEW LOUDON ROAD - LATHAM, NY 12110518-782-1178achievements.orgLinkedIn201-500 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$20,762

No prior year

Annual return

-0.65%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.46M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

101

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.

123.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$262K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$380

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$13K

$236 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.058%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$20,762

$75,832-72.6%

$147,618-85.9%

$59,633-65.2%

Participation rate

90.9%

71.6%+19.3pp

84.6%+6.3pp

68.7%+22.2pp

Annual return

-0.65%

0.37%-1.0pp

61.98%-62.6pp

2041.40%-2042.1pp

Employer contribution / active EE

$909

$3,485-73.9%

$5,565-83.7%

$2,203-58.7%

Participant deferral / active EE

$1,393

$3,131-55.5%

$4,895-71.5%

$3,192-56.4%

Admin fee / account holder

$220

$5,986-96.3%

$11,612-98.1%

$4,297-94.9%

ACHIEVEMENTS, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACHIEVEMENTS, PLLC 401(K) 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