Retirement plan

STEVEN B. ALEXANDER PROFIT SHARING PLAN

Name: STEVEN B. ALEXANDER - STEVEN B. ALEXANDER PROFIT SHARING PLAN (2016) Form 5500
Creator: STEVEN B. ALEXANDER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN B. ALEXANDER PROFIT SHARING PLAN, STEVEN B. ALEXANDER

STEVEN B. ALEXANDEREIN 16-1506451Plan #001PY 2016

56 N. MAIN ST. - BROCKPORT, NY 14420585-637-7130LinkedIn1-10 employeesinsurance

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$271K

+7.4% from 2015

Total participants

0.0% from 2015

Average account balance

$90,220

+7.4% from 2015

Annual return

3.51%

+1.21 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$509K

Not enough data

1 years with asset history on file

Average account balance

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

$255K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$628

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 codes2E2F2G3B3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1K

$1124 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.415%

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

$90,220

$153,769-41.3%

$133,975-32.7%

$273,972-67.1%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

3.51%

36.51%-33.0pp

29.29%-25.8pp

41.46%-37.9pp

Employer contribution / active EE

$9,873

$6,029+63.8%

$5,211+89.5%

$4,869+102.8%

Participant deferral / active EE

$6,958-100.0%

$6,282-100.0%

$5,287-100.0%

Admin fee / account holder

$375

$11,765-96.8%

$9,324-96.0%

$10,133-96.3%

STEVEN B. ALEXANDER PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVEN B. ALEXANDER PROFIT SHARING 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