Retirement plan

DOLAN, DOBRINSKY, AND ROSENBLUM LLP 401(K) AND PROFIT SHARING PLAN

Name: DOLAN, DOBRINSKY, ROSENBLUM LLP - DOLAN, DOBRINSKY, AND ROSENBLUM LLP 401(K) AND PROFIT SHARING PLAN (2018) Form 5500
Creator: DOLAN, DOBRINSKY, ROSENBLUM LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOLAN, DOBRINSKY, AND ROSENBLUM LLP 401(K) AND PROFIT SHARING PLAN, DOLAN, DOBRINSKY, ROSENBLUM LLP

DOLAN, DOBRINSKY, ROSENBLUM LLPEIN 35-2538596Plan #001PY 2018

2665 SOUTH BAYSHORE DRIVE, SUITE 60 - MIAMI, FL 33133305-371-2692ddrlawyers.comLinkedIn1-10 employeeslaw practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.1M

-4.7% from 2017

Total participants

+40.0% from 2017

Average account balance

$157,117

-31.9% from 2017

Annual return

-10.46%

-20.15 pp from 2017

Benchmarks

See 116,771 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,771 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$237K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+3.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1579

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$157,117

$138,065+13.8%

$123,544+27.2%

$135,375+16.1%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-10.46%

153.68%-164.1pp

119.20%-129.7pp

519.73%-530.2pp

Employer contribution / active EE

$3,999

$5,151-22.4%

$4,628-13.6%

$4,779-16.3%

Participant deferral / active EE

$5,477

$6,799-19.4%

$6,426-14.8%

$5,609-2.3%

Admin fee / account holder

-$1,738

$10,916-115.9%

$9,284-118.7%

$10,827-116.1%

DOLAN, DOBRINSKY, AND ROSENBLUM LLP 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOLAN, DOBRINSKY, AND ROSENBLUM LLP 401(K) AND 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