Retirement plan

WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN

Name: WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS - WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN (2018) Form 5500
Creator: WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN, WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS

WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTSEIN 33-0783983Plan #001PY 2018

2741 FOURTH AVENUE - SAN DIEGO, CA 92103619-615-5380

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$400K

+7.6% from 2017

Total participants

+50.0% from 2017

Average account balance

$57,125

-23.1% from 2017

Annual return

0.84%

-24.46 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1756

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 codes2G2J3D

Plan features

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$964

$138 / participant

Other / not subdivided$964100.0%

% of EOY assets

0.241%

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

$57,125

$138,075-58.6%

$123,552-53.8%

$135,379-57.8%

Participation rate

71.4%

84.7%-13.3pp

82.3%-10.9pp

82.6%-11.2pp

Annual return

0.84%

153.70%-152.9pp

119.20%-118.4pp

519.79%-518.9pp

Employer contribution / active EE

$837

$5,152-83.8%

$4,628-81.9%

$4,779-82.5%

Participant deferral / active EE

$2,839

$6,800-58.2%

$6,426-55.8%

$5,609-49.4%

Admin fee / account holder

$138

$10,917-98.7%

$9,285-98.5%

$10,828-98.7%

WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST RHODE & ROBERTS CERTIFIED PUBLIC ACCOUNTANTS 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