Retirement plan

BROWN WHITE & OSBORN LLP 401(K) PLAN

Name: BROWN WHITE & OSBORNE LLP - BROWN WHITE & OSBORN LLP 401(K) PLAN (2020) Form 5500
Creator: BROWN WHITE & OSBORNE LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN WHITE & OSBORN LLP 401(K) PLAN, BROWN WHITE & OSBORNE LLP

BROWN WHITE & OSBORNE LLPEIN 20-2977204Plan #001PY 2020

333 SOUTH HOPE STREET, 40TH FLOOR - LOS ANGELES, CA 90071213-613-0500brownwhitelaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$982K

+29.4% from 2019

Total participants

-14.6% from 2019

Average account balance

$61,359

+37.5% from 2019

Annual return

23.36%

+0.55 pp from 2019

Benchmarks

See 26,423 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,423 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$700K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

53.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$945

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

+10.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107

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 codes2F2G2J2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

Expense breakdown

Schedule H Part II

Admin total

$100

$3 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.010%

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

$61,359

$98,760-37.9%

$149,715-59.0%

$79,858-23.2%

Participation rate

45.7%

75.8%-30.1pp

82.5%-36.8pp

69.6%-23.9pp

Annual return

23.36%

27.43%-4.1pp

276.66%-253.3pp

31.72%-8.4pp

Employer contribution / active EE

$1,307

$3,217-59.4%

$4,645-71.9%

$2,471-47.1%

Participant deferral / active EE

$5,681-100.0%

$6,842-100.0%

$3,740-100.0%

Admin fee / account holder

$6,053-99.9%

$9,310-99.9%

$5,306-99.9%

BROWN WHITE & OSBORN LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN WHITE & OSBORN LLP 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