Retirement plan

FEIRO ENGINEERING, INC. 401(K) PLAN

Name: FEIRO ENGINEERING, INC. - FEIRO ENGINEERING, INC. 401(K) PLAN (2022) Form 5500
Creator: FEIRO ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FEIRO ENGINEERING, INC. 401(K) PLAN, FEIRO ENGINEERING, INC.

FEIRO ENGINEERING, INC.EIN 33-0836451Plan #001PY 2022

75060 GERALD FORD DR. STE #3 - PALM DESERT, CA 92211760-346-8016feiro.netLinkedIn11-50 employeescivil engineering

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$114K

+418.5% from 2021

Total participants

+10.0% from 2021

Average account balance

$10,324

+371.4% from 2021

Annual return

-43.17%

-43.17 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$537K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$435

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 codes2E2F2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$178 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.411%

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

$10,324

$138,114-92.5%

$125,391-91.8%

$134,545-92.3%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-43.17%

750.88%-794.1pp

572.41%-615.6pp

418.37%-461.5pp

Employer contribution / active EE

$2,398

$5,246-54.3%

$4,816-50.2%

$4,742-49.4%

Participant deferral / active EE

$8,837

$7,801+13.3%

$7,448+18.6%

$6,401+38.1%

Admin fee / account holder

$146

$11,570-98.7%

$10,009-98.5%

$11,431-98.7%

FEIRO ENGINEERING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FEIRO ENGINEERING, INC. 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