Retirement plan

HAYES, JOHNSON & CONLEY, PLLC 401(K) PROFIT SHARING PLAN

Name: HAYES, JOHNSON & CONLEY, PLLC - HAYES, JOHNSON & CONLEY, PLLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: HAYES, JOHNSON & CONLEY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAYES, JOHNSON & CONLEY, PLLC 401(K) PROFIT SHARING PLAN, HAYES, JOHNSON & CONLEY, PLLC

HAYES, JOHNSON & CONLEY, PLLCEIN 27-4517317Plan #001PY 2019

700 SOUTH 21ST STREET - FORT SMITH, AR 72901479-242-8814LinkedIn1-10 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$423K

+63.4% from 2018

Total participants

+18.2% from 2018

Average account balance

$32,547

+25.7% from 2018

Annual return

23.95%

+35.08 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.22%

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 codes2E2F2J3D

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.
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

$10K

$818 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.321%

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

$32,547

$157,276-79.3%

$141,177-76.9%

$152,885-78.7%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

23.95%

64.33%-40.4pp

71.40%-47.5pp

345.39%-321.4pp

Employer contribution / active EE

$2,542

$5,262-51.7%

$4,736-46.3%

$4,763-46.6%

Participant deferral / active EE

$6,662

$7,110-6.3%

$6,710-0.7%

$5,851+13.9%

Admin fee / account holder

$755

$12,123-93.8%

$10,263-92.6%

$11,598-93.5%

HAYES, JOHNSON & CONLEY, PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAYES, JOHNSON & CONLEY, PLLC 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