Retirement plan

PERRY BECKER DESIGN, LLC 401(K) PROFIT SHARING PLAN

Name: PERRY BECKER DESIGN, LLC - PERRY BECKER DESIGN, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: PERRY BECKER DESIGN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERRY BECKER DESIGN, LLC 401(K) PROFIT SHARING PLAN, PERRY BECKER DESIGN, LLC

PERRY BECKER DESIGN, LLCEIN 45-4018597Plan #001PY 2016

3660 MAGUIRE BLVD., SUITE 100 - ORLANDO, FL 32814407-960-4850perry-becker.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$215K

No prior year

Total participants

No prior year

Average account balance

$30,725

No prior year

Annual return

8.02%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$247K

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

+19.07%

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 codes2E2F2J2T3D

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).
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.
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

$30,725

$135,956-77.4%

$123,894-75.2%

$273,972-88.8%

Participation rate

77.8%

84.1%-6.3pp

81.4%-3.6pp

83.0%-5.2pp

Annual return

8.02%

56.63%-48.6pp

47.52%-39.5pp

41.46%-33.4pp

Employer contribution / active EE

$3,094

$5,170-40.1%

$4,617-33.0%

$4,869-36.4%

Participant deferral / active EE

$4,439

$6,343-30.0%

$5,984-25.8%

$5,287-16.0%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

PERRY BECKER DESIGN, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PERRY BECKER DESIGN, LLC 401(K) PROFIT SHARING 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