Retirement plan

MONCHEK AND ASSOCIATES, INC. PROFIT SHARING PLAN A

Name: MONCHEK AND ASSOCIATES, INC. - MONCHEK AND ASSOCIATES, INC. PROFIT SHARING PLAN A (2017) Form 5500
Creator: MONCHEK AND ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONCHEK AND ASSOCIATES, INC. PROFIT SHARING PLAN A, MONCHEK AND ASSOCIATES, INC.

MONCHEK AND ASSOCIATES, INC.EIN 20-1982047Plan #001PY 2017

2241 PORTSMOUTH WAY - SAN MATEO, CA 94403650-344-1131LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$931K

+28.0% from 2016

Total participants

0.0% from 2016

Average account balance

$465,432

+28.0% from 2016

Annual return

24.62%

+11.15 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$798K

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

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

+16.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2188

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 codes2E2G3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$1311 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.282%

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

$465,432

$99,031+370.0%

$86,597+437.5%

$147,585+215.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

24.62%

1312.56%-1287.9pp

964.96%-940.3pp

578.57%-554.0pp

Employer contribution / active EE

$3,132-100.0%

$2,840-100.0%

$4,876-100.0%

Participant deferral / active EE

$12,126

$3,972+205.2%

$3,609+236.0%

$5,439+122.9%

Admin fee / account holder

$1,311

$5,711-77.0%

$4,906-73.3%

$10,885-88.0%

MONCHEK AND ASSOCIATES, INC. PROFIT SHARING PLAN A

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONCHEK AND ASSOCIATES, INC. PROFIT SHARING PLAN A

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