Retirement plan

O'CONNOR CONSULTING PROFIT SHARING PLAN

Name: O'CONNOR CONSULTING SERVICES, LLC - O'CONNOR CONSULTING PROFIT SHARING PLAN (2017) Form 5500
Creator: O'CONNOR CONSULTING SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'CONNOR CONSULTING PROFIT SHARING PLAN, O'CONNOR CONSULTING SERVICES, LLC

O'CONNOR CONSULTING SERVICES, LLCEIN 30-0584565Plan #002PY 2017

6507 MARJORY LANE - BETHESDA, MD 20817301-263-9550

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+25.5% from 2016

Total participants

0.0% from 2016

Average account balance

$188,476

+43.4% from 2016

Annual return

15.45%

+9.27 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

$564K

Not enough data

1 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

+10.21%

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 codes2E2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$119K

$9169 / participant

Other / not subdivided$119K100.0%

% of EOY assets

4.517%

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

$188,476

$150,442+25.3%

$136,295+38.3%

$147,585+27.7%

Participation rate

84.6%

84.4%+0.2pp

81.9%+2.7pp

82.8%+1.8pp

Annual return

15.45%

1049.09%-1033.6pp

5155.97%-5140.5pp

578.56%-563.1pp

Employer contribution / active EE

$12,845

$5,256+144.4%

$4,695+173.6%

$4,876+163.4%

Participant deferral / active EE

$12,568

$6,630+89.6%

$6,247+101.2%

$5,439+131.1%

Admin fee / account holder

$8,514

$10,905-21.9%

$9,243-7.9%

$10,885-21.8%

O'CONNOR CONSULTING PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O'CONNOR CONSULTING 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