Retirement plan

SRIP LAW 401(K) PROFIT SHARING PLAN

Name: SCHNEIDER ROTHMAN INTELLECTUAL PROPERTY LAW GROUP, PLLC - SRIP LAW 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SCHNEIDER ROTHMAN INTELLECTUAL PROPERTY LAW GROUP, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SRIP LAW 401(K) PROFIT SHARING PLAN, SCHNEIDER ROTHMAN INTELLECTUAL PROPERTY LAW GROUP, PLLC

SCHNEIDER ROTHMAN INTELLECTUAL PROPERTY LAW GROUP, PLLCEIN 37-1710736Plan #001PY 2017

4651 NORTH FEDERAL HIGHWAY - BOCA RATON, FL 33431561-404-4350

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$372K

+9.3% from 2016

Total participants

0.0% from 2016

Average account balance

$123,910

+9.3% from 2016

Annual return

40.53%

+29.62 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+4.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2905

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$185K

$61713 / participant

Other / not subdivided$185K100.0%

% of EOY assets

49.804%

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

$123,910

$150,446-17.6%

$136,297-9.1%

$147,585-16.0%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

40.53%

1049.14%-1008.6pp

5156.19%-5115.7pp

578.58%-538.1pp

Employer contribution / active EE

$16,051

$5,256+205.4%

$4,696+241.8%

$4,876+229.2%

Participant deferral / active EE

$10,300

$6,631+55.3%

$6,247+64.9%

$5,439+89.4%

Admin fee / account holder

$61,713

$10,906+465.9%

$9,244+567.6%

$10,886+466.9%

SRIP LAW 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SRIP LAW 401(K) 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