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 (2018) 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 2018

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.8M

+15.9% from 2017

Total participants

+15.0% from 2017

Average account balance

$251,959

+0.8% from 2017

Annual return

12.17%

-2.32 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

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

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 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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$952

$41 / participant

Other / not subdivided$952100.0%

% of EOY assets

0.016%

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

$251,959

$138,072+82.5%

$123,549+103.9%

$135,382+86.1%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

12.17%

153.69%-141.5pp

119.20%-107.0pp

519.77%-507.6pp

Employer contribution / active EE

$4,146

$5,152-19.5%

$4,628-10.4%

$4,779-13.3%

Participant deferral / active EE

$4,060

$6,799-40.3%

$6,426-36.8%

$5,609-27.6%

Admin fee / account holder

$41

$10,917-99.6%

$9,284-99.6%

$10,829-99.6%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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