Retirement plan

R. A. NICHOLS ENGINEERING RETIREMENT PLAN

Name: R. A. NICHOLS ENGINEERING - R. A. NICHOLS ENGINEERING RETIREMENT PLAN (2017) Form 5500
Creator: R. A. NICHOLS ENGINEERING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R. A. NICHOLS ENGINEERING RETIREMENT PLAN, R. A. NICHOLS ENGINEERING

R. A. NICHOLS ENGINEERINGEIN 38-3924854Plan #001PY 2017

P.O. BOX 8598 - NEWPORT BEACH, CA 92658888-525-2505raneng.comLinkedIn1-10 employeesmechanical or industrial engineering

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$293K

+60.3% from 2016

Total participants

0.0% from 2016

Average account balance

$146,611

+60.3% from 2016

Annual return

6.16%

+10.54 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-16.71%

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

1 tripped

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

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

$146,611

$150,446-2.5%

$136,297+7.6%

$147,585-0.7%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

6.16%

1049.14%-1043.0pp

5156.19%-5150.0pp

578.58%-572.4pp

Employer contribution / active EE

$38,750

$5,256+637.2%

$4,696+725.2%

$4,876+694.6%

Participant deferral / active EE

$10,750

$6,631+62.1%

$6,247+72.1%

$5,439+97.7%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

R. A. NICHOLS ENGINEERING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

R. A. NICHOLS ENGINEERING RETIREMENT 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