Retirement plan

DAVID J.EISENHAUER TEAM RETIREMENT PLAN

Name: DAVID J. EISENHAUER, SOLE PROPRIETOR - DAVID J.EISENHAUER TEAM RETIREMENT PLAN (2019) Form 5500
Creator: DAVID J. EISENHAUER, SOLE PROPRIETOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID J.EISENHAUER TEAM RETIREMENT PLAN, DAVID J. EISENHAUER, SOLE PROPRIETOR

DAVID J. EISENHAUER, SOLE PROPRIETOREIN 45-2938413Plan #001PY 2019

100 PRINGLE AVENUE SUITE 505 - WALNUT CREEK, CA 94596925-296-5171

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$68K

+128.3% from 2018

Total participants

+33.3% from 2018

Average account balance

$9,657

+63.0% from 2018

Annual return

35.62%

+68.45 pp from 2018

Benchmarks

See 31,991 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,991 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$549K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+15.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1043

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 codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,657

$183,988-94.8%

$162,177-94.0%

$152,897-93.7%

Participation rate

75.0%

88.5%-13.5pp

87.6%-12.6pp

82.5%-7.5pp

Annual return

35.62%

150.79%-115.2pp

115.60%-80.0pp

345.43%-309.8pp

Employer contribution / active EE

$4,229

$6,370-33.6%

$5,613-24.7%

$4,764-11.2%

Participant deferral / active EE

$2,630

$8,032-67.3%

$7,297-64.0%

$5,851-55.1%

Admin fee / account holder

$13,123-100.0%

$10,843-100.0%

$11,599-100.0%

DAVID J.EISENHAUER TEAM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVID J.EISENHAUER TEAM 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