Retirement plan

JOHN T. HALLER, JR. & ASSOCIATES 401(K) PROFIT SHARING PLAN

Name: JOHN T. HALLER, JR. & ASSOCIATES - JOHN T. HALLER, JR. & ASSOCIATES 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JOHN T. HALLER, JR. & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN T. HALLER, JR. & ASSOCIATES 401(K) PROFIT SHARING PLAN, JOHN T. HALLER, JR. & ASSOCIATES

JOHN T. HALLER, JR. & ASSOCIATESEIN 25-1744620Plan #002PY 2017

20120 ROUTE 19, SUITE 208 - CRANBERRY TWP., PA 16066724-935-0820LinkedIn1-10 employeeslaw practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$76K

No prior year

Total participants

No prior year

Average account balance

$12,610

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$372K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59279

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 codes2E2F2J2T3D

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).
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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$699

$140 / participant

Other / not subdivided$699100.0%

% of EOY assets

0.924%

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

$12,610

$150,447-91.6%

$136,298-90.7%

$147,586-91.5%

Participation rate

80.0%

84.4%-4.4pp

81.9%-1.9pp

82.8%-2.8pp

Annual return

0.00%

1049.15%-1049.2pp

5156.27%-5156.3pp

578.59%-578.6pp

Employer contribution / active EE

$2,041

$5,256-61.2%

$4,696-56.5%

$4,876-58.2%

Participant deferral / active EE

$5,210

$6,631-21.4%

$6,247-16.6%

$5,439-4.2%

Admin fee / account holder

$117

$10,906-98.9%

$9,244-98.7%

$10,886-98.9%

JOHN T. HALLER, JR. & ASSOCIATES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN T. HALLER, JR. & ASSOCIATES 401(K) PROFIT SHARING 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