Retirement plan

SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN

Name: SCOTT HEINBUCH ACCOUNTANT, INC. - SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN (2021) Form 5500
Creator: SCOTT HEINBUCH ACCOUNTANT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN, SCOTT HEINBUCH ACCOUNTANT, INC.

SCOTT HEINBUCH ACCOUNTANT, INC.EIN 39-1636064Plan #001PY 2021

PO BOX 176 - GLENWOOD CITY, WI 540130176715-265-7045LinkedIn1-10 employeestelecommunications

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$962K

+35.4% from 2020

Total participants

0.0% from 2020

Average account balance

$160,345

+35.4% from 2020

Annual return

15.73%

-5.05 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$774K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+7.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67937

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 codes2J

Plan features

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

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

$10K

$1667 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.039%

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

$160,345

$109,905+45.9%

$98,506+62.8%

$167,553-4.3%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

15.73%

1960.20%-1944.5pp

1494.92%-1479.2pp

478.89%-463.2pp

Employer contribution / active EE

$2,515

$3,226-22.1%

$2,961-15.1%

$4,840-48.0%

Participant deferral / active EE

$20,809

$4,674+345.2%

$4,277+386.5%

$6,343+228.1%

Admin fee / account holder

$1,667

$6,760-75.3%

$5,955-72.0%

$12,316-86.5%

SCOTT HEINBUCH ACCOUNTANT, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOTT HEINBUCH ACCOUNTANT, INC 401(K) 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