Retirement plan

HOOPER SHILES ARCHITECTS PROFIT SHARING 401K PLAN

Name: HECKENDORN SHILES ARCHITECTS, LTD. - HOOPER SHILES ARCHITECTS PROFIT SHARING 401K PLAN (2016) Form 5500
Creator: HECKENDORN SHILES ARCHITECTS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOOPER SHILES ARCHITECTS PROFIT SHARING 401K PLAN, HECKENDORN SHILES ARCHITECTS, LTD.

HECKENDORN SHILES ARCHITECTS, LTD.EIN 23-2579308Plan #001PY 2016

347 E CONESTOGA RD - WAYNE, PA 190872547610-994-3500hsarch.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$109,368

No prior year

Annual return

7.96%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.51M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

141.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$907

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 codes2E2G2J3D

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.
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

$267K

$33357 / participant

Other / not subdivided$267K100.0%

% of EOY assets

16.267%

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

$109,368

$135,956-19.6%

$123,894-11.7%

$273,972-60.1%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

7.96%

56.63%-48.7pp

47.52%-39.6pp

41.46%-33.5pp

Employer contribution / active EE

$5,502

$5,170+6.4%

$4,617+19.2%

$4,869+13.0%

Participant deferral / active EE

$7,463

$6,343+17.7%

$5,984+24.7%

$5,287+41.1%

Admin fee / account holder

$17,790

$9,817+81.2%

$8,357+112.9%

$10,133+75.6%

HOOPER SHILES ARCHITECTS PROFIT SHARING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOOPER SHILES ARCHITECTS PROFIT SHARING 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