Retirement plan

RAH-CFO 401(K) SALARY SAVINGS PLAN

Name: R A HAUSER & ASSOCIATES LLC - RAH-CFO 401(K) SALARY SAVINGS PLAN (2022) Form 5500
Creator: R A HAUSER & ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAH-CFO 401(K) SALARY SAVINGS PLAN, R A HAUSER & ASSOCIATES LLC

R A HAUSER & ASSOCIATES LLCEIN 27-2965769Plan #001PY 2022

285 BLOOMFIELD AVENUE, SUITE 202 - BLOOMFIELD, NJ 07006973-287-6094

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$244K

-4.1% from 2021

Total participants

+11.1% from 2021

Average account balance

$24,442

-13.7% from 2021

Annual return

-39.83%

-46.32 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$747K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

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

+15.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6141

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$435 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.890%

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

$24,442

$138,102-82.3%

$125,381-80.5%

$134,532-81.8%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-39.83%

750.73%-790.6pp

572.31%-612.1pp

418.27%-458.1pp

Employer contribution / active EE

$3,742

$5,245-28.7%

$4,815-22.3%

$4,741-21.1%

Participant deferral / active EE

$14,484

$7,801+85.7%

$7,448+94.5%

$6,401+126.3%

Admin fee / account holder

$218

$11,568-98.1%

$10,007-97.8%

$11,429-98.1%

RAH-CFO 401(K) SALARY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAH-CFO 401(K) SALARY SAVINGS 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