Retirement plan

RONAYNE & COGLEY, P.C. 401(K) PROFIT SHARING PLAN

Name: RONAYNE & COGLEY, P.C. - RONAYNE & COGLEY, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: RONAYNE & COGLEY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RONAYNE & COGLEY, P.C. 401(K) PROFIT SHARING PLAN, RONAYNE & COGLEY, P.C.

RONAYNE & COGLEY, P.C.EIN 46-0321869Plan #001PY 2017

24 5TH AVENUE SW, P.O. BOX 759 - ABERDEEN, SD 57401605-225-0100LinkedIn1-10 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+41.4% from 2016

Total participants

+10.0% from 2016

Average account balance

$111,527

+28.6% from 2016

Annual return

24.45%

+19.25 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.01M

Not enough data

1 years with asset history on file

Average account balance

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

$251K

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

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.88%

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 codes2E2G2J2T3D

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.
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

$111,527

$150,447-25.9%

$136,298-18.2%

$147,586-24.4%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

24.45%

1049.15%-1024.7pp

5156.27%-5131.8pp

578.59%-554.1pp

Employer contribution / active EE

$16,097

$5,256+206.2%

$4,696+242.8%

$4,876+230.1%

Participant deferral / active EE

$2,325

$6,631-64.9%

$6,247-62.8%

$5,439-57.3%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

RONAYNE & COGLEY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RONAYNE & COGLEY, P.C. 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