Retirement plan

VALCON CONSTRUCTION ADVISORS 401(K) PROFIT SHARING PLAN

Name: VALCON CONSTRUCTION ADVISORS, INC. - VALCON CONSTRUCTION ADVISORS 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: VALCON CONSTRUCTION ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALCON CONSTRUCTION ADVISORS 401(K) PROFIT SHARING PLAN, VALCON CONSTRUCTION ADVISORS, INC.

VALCON CONSTRUCTION ADVISORS, INC.EIN 27-1120658Plan #003PY 2019

181 WESTCHESTER AVENUE, SUITE 403B - PORT CHESTER, NY 10573212-594-0834

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+33.7% from 2018

Total participants

-16.7% from 2018

Average account balance

$157,870

+50.4% from 2018

Annual return

26.44%

+34.19 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.90M

Not enough data

1 years with asset history on file

Average account balance

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

$380K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

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

+94.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

$6K

$856 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.475%

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

$157,870

$157,304+0.4%

$141,197+11.8%

$152,909+3.2%

Participation rate

71.4%

84.8%-13.4pp

82.5%-11.0pp

Annual return

26.44%

64.34%-37.9pp

71.41%-45.0pp

345.46%-319.0pp

Employer contribution / active EE

$2,139

$5,263-59.4%

$4,736-54.8%

$4,764-55.1%

Participant deferral / active EE

$8,455

$7,111+18.9%

$6,710+26.0%

$5,851+44.5%

Admin fee / account holder

$749

$12,126-93.8%

$10,265-92.7%

$11,601-93.5%

VALCON CONSTRUCTION ADVISORS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALCON CONSTRUCTION ADVISORS 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