Retirement plan

HOCHFELDER & WEBER, P.C. CASH OR DEFERRED P/S PLAN

Name: HOCHFELDER & WEBER, P.C. - HOCHFELDER & WEBER, P.C. CASH OR DEFERRED P/S PLAN (2017) Form 5500
Creator: HOCHFELDER & WEBER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOCHFELDER & WEBER, P.C. CASH OR DEFERRED P/S PLAN, HOCHFELDER & WEBER, P.C.

HOCHFELDER & WEBER, P.C.EIN 36-3088257Plan #002PY 2017

525 W. MONROE, SUITE 910 - CHICAGO, IL 60661312-715-0101

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5M

+19.7% from 2016

Total participants

+17.6% from 2016

Average account balance

$249,947

No prior year

Annual return

14.49%

+20.07 pp from 2016

Benchmarks

See 114,334 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,334 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.38M

Not enough data

1 years with asset history on file

Average account balance

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

$489K

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

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+7.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$94835

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 10-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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

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

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

$249,947

$150,440+66.1%

$136,294+83.4%

$147,584+69.4%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

14.49%

1049.08%-1034.6pp

5155.94%-5141.4pp

578.55%-564.1pp

Employer contribution / active EE

$5,706

$5,256+8.6%

$4,695+21.5%

$4,876+17.0%

Participant deferral / active EE

$5,169

$6,630-22.0%

$6,247-17.3%

$5,439-5.0%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

HOCHFELDER & WEBER, P.C. CASH OR DEFERRED P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HOCHFELDER & WEBER, P.C. CASH OR DEFERRED P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion