Retirement plan

LAW OFFICE OF THAMIR A R KADDOURI

Name: LAW OFFICE OF THAMIR A R KADDOURI - LAW OFFICE OF THAMIR A R KADDOURI (2017) Form 5500
Creator: LAW OFFICE OF THAMIR A R KADDOURI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICE OF THAMIR A R KADDOURI, LAW OFFICE OF THAMIR A R KADDOURI

LAW OFFICE OF THAMIR A R KADDOURIdba LAW OFFICE OF THAMIR A R KADDOURIEIN 20-2317572Plan #401PY 2017

3220 W CYPRESS ST - TAMPA, FL 336075110tampalaw.orgLinkedIn11-50 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$383K

+30.6% from 2016

Total participants

0.0% from 2016

Average account balance

$191,289

+30.6% from 2016

Annual return

16.69%

+15.25 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$386K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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)

$8413

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

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

$2K

$1150 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.601%

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

$191,289

$150,446+27.1%

$136,297+40.3%

$147,585+29.6%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

16.69%

1049.14%-1032.5pp

5156.19%-5139.5pp

578.58%-561.9pp

Employer contribution / active EE

$2,360

$5,256-55.1%

$4,696-49.7%

$4,876-51.6%

Participant deferral / active EE

$18,000

$6,631+171.5%

$6,247+188.1%

$5,439+231.0%

Admin fee / account holder

$1,150

$10,906-89.5%

$9,244-87.6%

$10,886-89.4%

LAW OFFICE OF THAMIR A R KADDOURI

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAW OFFICE OF THAMIR A R KADDOURI

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