Retirement plan

EMILIO STILLO, P.A. 401(K) PROFIT SHARING PLAN

Name: EMILIO STILLO PA - EMILIO STILLO, P.A. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: EMILIO STILLO PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMILIO STILLO, P.A. 401(K) PROFIT SHARING PLAN, EMILIO STILLO PA

EMILIO STILLO PAEIN 20-1726244Plan #001PY 2016

7320 GRIFFIN ROAD, STE. 203 - DAVIE, FL 33314954-600-8799LinkedIn1-10 employeeslegal services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$179K

+47.8% from 2015

Total participants

-12.5% from 2015

Average account balance

$89,366

+47.8% from 2015

Annual return

9.26%

+14.49 pp from 2015

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

$792K

Not enough data

1 years with asset history on file

Average account balance

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

$264K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2328

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$176 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.689%

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

$89,366

$135,956-34.3%

$123,894-27.9%

$273,972-67.4%

Participation rate

28.6%

84.1%-55.5pp

81.4%-52.8pp

83.0%-54.4pp

Annual return

9.26%

56.63%-47.4pp

47.52%-38.3pp

41.46%-32.2pp

Employer contribution / active EE

$1,643

$5,170-68.2%

$4,617-64.4%

$4,869-66.2%

Participant deferral / active EE

$5,009

$6,343-21.0%

$5,984-16.3%

$5,287-5.3%

Admin fee / account holder

$616

$9,817-93.7%

$8,357-92.6%

$10,133-93.9%

EMILIO STILLO, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMILIO STILLO, P.A. 401(K) 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