Retirement plan

JONATHAN H. ROSENBLUTH, ESQ. RETIREMENT PLAN

Name: JONATHAN H. ROSENBLUTH, ESQ. - JONATHAN H. ROSENBLUTH, ESQ. RETIREMENT PLAN (2019) Form 5500
Creator: JONATHAN H. ROSENBLUTH, ESQ.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONATHAN H. ROSENBLUTH, ESQ. RETIREMENT PLAN, JONATHAN H. ROSENBLUTH, ESQ.

JONATHAN H. ROSENBLUTH, ESQ.EIN 22-2824500Plan #001PY 2019

76 S ORANGE AVENUE, STE 105 - SOUTH ORANGE, NJ 07079973-761-5333LinkedIn1-10 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$473K

+8.9% from 2018

Total participants

+25.0% from 2018

Average account balance

$94,568

-12.9% from 2018

Annual return

16.23%

+22.83 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$950K

Not enough data

1 years with asset history on file

Average account balance

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

$475K

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

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+9.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5556

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$70K

$17454 / participant

Other / not subdivided$70K100.0%

% of EOY assets

14.765%

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

$94,568

$157,276-39.9%

$141,177-33.0%

$152,885-38.1%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

16.23%

64.33%-48.1pp

71.40%-55.2pp

345.39%-329.2pp

Employer contribution / active EE

$3,822

$5,262-27.4%

$4,736-19.3%

$4,763-19.8%

Participant deferral / active EE

$4,494

$7,110-36.8%

$6,710-33.0%

$5,851-23.2%

Admin fee / account holder

$13,963

$12,123+15.2%

$10,263+36.0%

$11,598+20.4%

JONATHAN H. ROSENBLUTH, ESQ. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONATHAN H. ROSENBLUTH, ESQ. RETIREMENT 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