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 (2020) 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 2020

3657 MAGUIRE BLVD., SUITE 150 - ORLANDO, FL 32803407-960-4850perry-becker.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$834K

+43.6% from 2019

Total participants

+7.1% from 2019

Average account balance

$59,557

+33.4% from 2019

Annual return

23.94%

+0.53 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$240 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.403%

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

$59,557

$165,381-64.0%

$149,730-60.2%

$158,966-62.5%

Participation rate

92.9%

84.6%+8.3pp

82.5%+10.4pp

82.0%+10.9pp

Annual return

23.94%

348.29%-324.4pp

276.70%-252.8pp

302.95%-279.0pp

Employer contribution / active EE

$3,000

$5,104-41.2%

$4,645-35.4%

$4,762-37.0%

Participant deferral / active EE

$5,410

$7,182-24.7%

$6,843-20.9%

$5,983-9.6%

Admin fee / account holder

$240

$10,809-97.8%

$9,310-97.4%

$11,250-97.9%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERRY BECKER DESIGN, LLC 401(K) PROFIT SHARING 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