Retirement plan

DOUGLAS G FOSTER CPA PS SAFE HARBOR 401(K) PLAN

Name: DOUGLAS G. FOSTER CPA PS - DOUGLAS G FOSTER CPA PS SAFE HARBOR 401(K) PLAN (2016) Form 5500
Creator: DOUGLAS G. FOSTER CPA PS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLAS G FOSTER CPA PS SAFE HARBOR 401(K) PLAN, DOUGLAS G. FOSTER CPA PS

DOUGLAS G. FOSTER CPA PSEIN 20-0102694Plan #001PY 2016

5505 17TH AVE NW - SEATTLE, WA 981075206206-789-6629

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$666K

No prior year

Total participants

No prior year

Average account balance

$666,172

No prior year

Annual return

15.53%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$963K

Not enough data

1 years with asset history on file

Average account balance

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

$963K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$150

$150 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.023%

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

$666,172

$135,956+390.0%

$123,894+437.7%

$273,972+143.2%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

15.53%

56.63%-41.1pp

47.52%-32.0pp

41.46%-25.9pp

Employer contribution / active EE

$4,740

$5,170-8.3%

$4,617+2.7%

$4,869-2.6%

Participant deferral / active EE

$24,000

$6,343+278.4%

$5,984+301.1%

$5,287+353.9%

Admin fee / account holder

$150

$9,817-98.5%

$8,357-98.2%

$10,133-98.5%

DOUGLAS G FOSTER CPA PS SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUGLAS G FOSTER CPA PS SAFE HARBOR 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