Retirement plan

SCHWARTZ & SHAPIRO LLP 401(K) PLAN

Name: SCHWARTZ & SHAPIRO LLP - SCHWARTZ & SHAPIRO LLP 401(K) PLAN (2019) Form 5500
Creator: SCHWARTZ & SHAPIRO LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHWARTZ & SHAPIRO LLP 401(K) PLAN, SCHWARTZ & SHAPIRO LLP

SCHWARTZ & SHAPIRO LLPEIN 27-4530160Plan #001PY 2019

11400 W. OLYMPIC BLVD. SUITE 1510 - LOS ANGELES, CA 90064310-956-3600schwartzandshapiro.comLinkedIn1-10 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$357K

+50.5% from 2018

Total participants

0.0% from 2018

Average account balance

$71,447

+50.5% from 2018

Annual return

20.65%

+30.62 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$971K

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+11.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9038

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$258 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.289%

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

$71,447

$157,296-54.6%

$141,191-49.4%

$152,897-53.3%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

20.65%

64.34%-43.7pp

71.41%-50.8pp

345.43%-324.8pp

Employer contribution / active EE

$6,259

$5,262+18.9%

$4,736+32.2%

$4,764+31.4%

Participant deferral / active EE

$11,438

$7,111+60.8%

$6,710+70.5%

$5,851+95.5%

Admin fee / account holder

$206

$12,125-98.3%

$10,264-98.0%

$11,599-98.2%

SCHWARTZ & SHAPIRO LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHWARTZ & SHAPIRO LLP 401(K) 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