Retirement plan

TJ ORAM, ATTORNEY AT LAW, PLLC SOLO 401K PLAN

Name: TJ ORAM, ATTORNEY AT LAW, PLLC - TJ ORAM, ATTORNEY AT LAW, PLLC SOLO 401K PLAN (2020) Form 5500
Creator: TJ ORAM, ATTORNEY AT LAW, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TJ ORAM, ATTORNEY AT LAW, PLLC SOLO 401K PLAN, TJ ORAM, ATTORNEY AT LAW, PLLC

TJ ORAM, ATTORNEY AT LAW, PLLCEIN 45-3324618Plan #001PY 2020

1833 THORPE RD - BELGRADE, MT 597148805406-697-5005

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$381K

No prior year

Total participants

No prior year

Average account balance

$190,371

No prior year

Annual return

17.98%

No prior year

Benchmarks

See 1,018 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,018 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.58M

Not enough data

1 years with asset history on file

Average account balance

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

$789K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+30.09%

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$190,371

$755,339-74.8%

$379,746-49.9%

$158,966+19.8%

Participation rate

100.0%

81.8%+18.2pp

78.4%+21.6pp

82.0%+18.0pp

Annual return

17.98%

53.41%-35.4pp

34.90%-16.9pp

302.95%-285.0pp

Employer contribution / active EE

$31,250

$4,685+567.0%

$3,540+782.8%

$4,762+556.2%

Participant deferral / active EE

$19,500

$7,938+145.7%

$6,024+223.7%

$5,983+225.9%

Admin fee / account holder

$14,482-100.0%

$7,927-100.0%

$11,250-100.0%

TJ ORAM, ATTORNEY AT LAW, PLLC SOLO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TJ ORAM, ATTORNEY AT LAW, PLLC SOLO 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