Retirement plan

TAMMY VASILATOS CPA LLC 401K PLAN

Name: TAMMY VASILATOS CPA - TAMMY VASILATOS CPA LLC 401K PLAN (2017) Form 5500
Creator: TAMMY VASILATOS CPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAMMY VASILATOS CPA LLC 401K PLAN, TAMMY VASILATOS CPA

TAMMY VASILATOS CPAEIN 20-5675104Plan #001PY 2017

118 MESA PARK DRIVE, SUITE 300 - EL PASO, TX 79912915-351-8272LinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$846K

+28.1% from 2016

Total participants

+40.0% from 2016

Average account balance

$120,861

+9.8% from 2016

Annual return

15.72%

+12.48 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

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$321K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1513

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 codes2G2J2R3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$4K

$511 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.423%

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

$120,861

$150,446-19.7%

$136,297-11.3%

$147,585-18.1%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

15.72%

1049.14%-1033.4pp

5156.19%-5140.5pp

578.58%-562.9pp

Employer contribution / active EE

$4,159

$5,256-20.9%

$4,696-11.4%

$4,876-14.7%

Participant deferral / active EE

$7,539

$6,631+13.7%

$6,247+20.7%

$5,439+38.6%

Admin fee / account holder

$511

$10,906-95.3%

$9,244-94.5%

$10,886-95.3%

TAMMY VASILATOS CPA LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAMMY VASILATOS CPA LLC 401K 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