Retirement plan

MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Name: MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION - MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION

MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATIONEIN 27-0412395Plan #001PY 2016

350 CROWN POINT CIRCLE, SUITE 200 - GRASS VALLEY, CA 95945530-272-5555LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-26.5% from 2015

Total participants

0.0% from 2015

Average account balance

$137,211

-26.5% from 2015

Annual return

5.72%

+6.46 pp from 2015

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

$3.12M

Not enough data

1 years with asset history on file

Average account balance

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

$312K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+7.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10415

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 codes2E2J3D

Plan features

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

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

$860K

$78151 / participant

Other / not subdivided$860K100.0%

% of EOY assets

56.957%

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

$137,211

$135,956+0.9%

$123,894+10.7%

$273,972-49.9%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

5.72%

56.63%-50.9pp

47.52%-41.8pp

41.46%-35.7pp

Employer contribution / active EE

$8,182

$5,170+58.3%

$4,617+77.2%

$4,869+68.0%

Participant deferral / active EE

$9,152

$6,343+44.3%

$5,984+52.9%

$5,287+73.1%

Admin fee / account holder

$78,151

$9,817+696.0%

$8,357+835.1%

$10,133+671.3%

MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION 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