Retirement plan

NALLEY CONSULTING, LLC 401(K) PLAN

Name: NALLEY CONSULTING, LLC - NALLEY CONSULTING, LLC 401(K) PLAN (2020) Form 5500
Creator: NALLEY CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NALLEY CONSULTING, LLC 401(K) PLAN, NALLEY CONSULTING, LLC

NALLEY CONSULTING, LLCEIN 46-0986277Plan #001PY 2020

603 MARSHALL DRIVE NE - LEESBURG, VA 20176757-636-7823

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+43.5% from 2019

Total participants

+5.3% from 2019

Average account balance

$57,917

+51.4% from 2019

Annual return

17.31%

-4.49 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

65.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$230K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+26.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12904

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 codes2J2T3D

Plan features

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$789 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.211%

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

$57,917

$165,361-65.0%

$149,715-61.3%

$158,950-63.6%

Participation rate

87.5%

84.6%+2.9pp

82.5%+5.0pp

82.0%+5.5pp

Annual return

17.31%

348.24%-330.9pp

276.66%-259.4pp

302.91%-285.6pp

Employer contribution / active EE

$4,847

$5,103-5.0%

$4,645+4.4%

$4,762+1.8%

Participant deferral / active EE

$7,808

$7,182+8.7%

$6,842+14.1%

$5,983+30.5%

Admin fee / account holder

$701

$10,808-93.5%

$9,310-92.5%

$11,248-93.8%

NALLEY CONSULTING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NALLEY CONSULTING, LLC 401(K) 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