Retirement plan

JAMES Y. LEE & CO. ACCOUNTANCY CORP. 401(K) PLAN

Name: JAMES Y. LEE & CO. ACCOUNTANCY CORP. - JAMES Y. LEE & CO. ACCOUNTANCY CORP. 401(K) PLAN (2020) Form 5500
Creator: JAMES Y. LEE & CO. ACCOUNTANCY CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMES Y. LEE & CO. ACCOUNTANCY CORP. 401(K) PLAN, JAMES Y. LEE & CO. ACCOUNTANCY CORP.

JAMES Y. LEE & CO. ACCOUNTANCY CORP.EIN 20-3987295Plan #001PY 2020

2855 MICHELLE DRIVE, SUITE 200 - IRVINE, CA 92606714-669-1400

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$340K

+78.8% from 2019

Total participants

+28.6% from 2019

Average account balance

$37,790

+39.1% from 2019

Annual return

28.22%

+4.74 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$969K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

212.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+15.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$37,790

$165,381-77.1%

$149,730-74.8%

$158,966-76.2%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

28.22%

348.29%-320.1pp

276.70%-248.5pp

302.95%-274.7pp

Employer contribution / active EE

$5,210

$5,104+2.1%

$4,645+12.2%

$4,762+9.4%

Participant deferral / active EE

$14,044

$7,182+95.5%

$6,843+105.2%

$5,983+134.7%

Admin fee / account holder

$10,809-100.0%

$9,310-100.0%

$11,250-100.0%

JAMES Y. LEE & CO. ACCOUNTANCY CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JAMES Y. LEE & CO. ACCOUNTANCY CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion