Retirement plan

NAYAR & MCINTYRE LLP RETIREMENT PLAN

Name: NAYAR & MCINTYRE LLP - NAYAR & MCINTYRE LLP RETIREMENT PLAN (2020) Form 5500
Creator: NAYAR & MCINTYRE LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NAYAR & MCINTYRE LLP RETIREMENT PLAN, NAYAR & MCINTYRE LLP

NAYAR & MCINTYRE LLPEIN 26-4058561Plan #001PY 2020

800 W. AIRPORT FWY #1012 - IRVING, TX 75062972-445-4114dfw-immigration.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#002Retirement-$211K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$95K

+103.9% from 2019

Total participants

+14.3% from 2019

Average account balance

$11,848

+78.4% from 2019

Annual return

24.99%

+18.95 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$259K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

200.0%

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

$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

+7.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$197

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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

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

$831

$208 / participant

Other / not subdivided$831100.0%

% of EOY assets

0.877%

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

$11,848

$165,361-92.8%

$149,715-92.1%

$158,950-92.5%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

24.99%

348.24%-323.2pp

276.66%-251.7pp

302.91%-277.9pp

Employer contribution / active EE

$2,332

$5,103-54.3%

$4,645-49.8%

$4,762-51.0%

Participant deferral / active EE

$6,836

$7,182-4.8%

$6,842-0.1%

$5,983+14.3%

Admin fee / account holder

$104

$10,808-99.0%

$9,310-98.9%

$11,248-99.1%

NAYAR & MCINTYRE LLP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NAYAR & MCINTYRE LLP 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