Retirement plan

LAW OFFICES OF STELLA BERTAKIS, P.C. 401(K) PLAN

Name: LAW OFFICES OF STELLA BERTAKIS, P.C. - LAW OFFICES OF STELLA BERTAKIS, P.C. 401(K) PLAN (2020) Form 5500
Creator: LAW OFFICES OF STELLA BERTAKIS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICES OF STELLA BERTAKIS, P.C. 401(K) PLAN, LAW OFFICES OF STELLA BERTAKIS, P.C.

LAW OFFICES OF STELLA BERTAKIS, P.C.EIN 20-3101726Plan #001PY 2020

1101 PERIMETER DRIVE, SUITE 675 - SCHAUMBURG, IL 601735353847-352-0700

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$97K

+54.4% from 2019

Total participants

0.0% from 2019

Average account balance

$48,350

-22.8% from 2019

Annual return

10.13%

-8.39 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$284K

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1489

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 codes2G2J2R

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$770

$385 / participant

Other / not subdivided$770100.0%

% of EOY assets

0.796%

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

$48,350

$165,361-70.8%

$149,715-67.7%

$158,950-69.6%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

10.13%

348.24%-338.1pp

276.66%-266.5pp

302.91%-292.8pp

Employer contribution / active EE

$3,014

$5,103-40.9%

$4,645-35.1%

$4,762-36.7%

Participant deferral / active EE

$10,850

$7,182+51.1%

$6,842+58.6%

$5,983+81.4%

Admin fee / account holder

$385

$10,808-96.4%

$9,310-95.9%

$11,248-96.6%

LAW OFFICES OF STELLA BERTAKIS, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAW OFFICES OF STELLA BERTAKIS, P.C. 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