Retirement plan

SLOANE, OFFER, WEBER & DERN LLP EMPL. 401K PLAN

Name: SLOANE, OFFER, WEBER & DERN LLP - SLOANE, OFFER, WEBER & DERN LLP EMPL. 401K PLAN (2017) Form 5500
Creator: SLOANE, OFFER, WEBER & DERN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLOANE, OFFER, WEBER & DERN LLP EMPL. 401K PLAN, SLOANE, OFFER, WEBER & DERN LLP

SLOANE, OFFER, WEBER & DERN LLPEIN 37-1439823Plan #002PY 2017

9100 WILSHIRE BLVD. 1000 WEST - BEVERLY HILLS, CA 902123413310-288-6288LinkedIn11-50 employeeslegal services

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.3M

+26.6% from 2016

Total participants

0.0% from 2016

Average account balance

$220,702

+7.4% from 2016

Annual return

15.07%

+8.07 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.43M

Not enough data

1 years with asset history on file

Average account balance

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

$222K

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

-50.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 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

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$220,702

$85,766+157.3%

$136,298+61.9%

$70,126+214.7%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

15.07%

31.46%-16.4pp

5156.27%-5141.2pp

73.15%-58.1pp

Employer contribution / active EE

$11,626

$2,966+292.0%

$4,696+147.6%

$2,343+396.3%

Participant deferral / active EE

$9,029

$5,051+78.7%

$6,247+44.5%

$3,332+171.0%

Admin fee / account holder

$5,421-100.0%

$9,244-100.0%

$4,645-100.0%

SLOANE, OFFER, WEBER & DERN LLP EMPL. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SLOANE, OFFER, WEBER & DERN LLP EMPL. 401K 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