Retirement plan

SMITH MAGRAM MICHAUD COLONNA, P. C. RETIREMENT AND PENSION PLAN

Name: SMITH MAGRAM MICHAUD COLONNA, P.C. - SMITH MAGRAM MICHAUD COLONNA, P. C. RETIREMENT AND PENSION PLAN (2018) Form 5500
Creator: SMITH MAGRAM MICHAUD COLONNA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH MAGRAM MICHAUD COLONNA, P. C. RETIREMENT AND PENSION PLAN, SMITH MAGRAM MICHAUD COLONNA, P.C.

SMITH MAGRAM MICHAUD COLONNA, P.C.EIN 22-2026357Plan #001PY 2018

415 HIGH STREET - BURLINGTON, NJ 08016609-386-2633

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.7M

-8.3% from 2017

Total participants

-10.0% from 2017

Average account balance

$635,857

+1.9% from 2017

Annual return

-8.48%

-21.78 pp from 2017

Benchmarks

See 116,771 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,771 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.29M

Not enough data

1 years with asset history on file

Average account balance

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

$911K

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

$281K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6262

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$219K

$31255 / participant

Other / not subdivided$219K100.0%

% of EOY assets

3.823%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$635,857

$138,065+360.5%

$123,544+414.7%

$135,375+369.7%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-8.48%

153.68%-162.2pp

119.20%-127.7pp

519.73%-528.2pp

Employer contribution / active EE

$21,735

$5,151+321.9%

$4,628+369.7%

$4,779+354.8%

Participant deferral / active EE

$4,161

$6,799-38.8%

$6,426-35.2%

$5,609-25.8%

Admin fee / account holder

$24,309

$10,916+122.7%

$9,284+161.8%

$10,827+124.5%

SMITH MAGRAM MICHAUD COLONNA, P. C. RETIREMENT AND PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMITH MAGRAM MICHAUD COLONNA, P. C. RETIREMENT AND PENSION 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