Retirement plan

SCOTT BRADSHAW & RAWLS, P.C.

Name: SCOTT BRADSHAW & RAWLS, P.C. - SCOTT BRADSHAW & RAWLS, P.C. (2020) Form 5500
Creator: SCOTT BRADSHAW & RAWLS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTT BRADSHAW & RAWLS, P.C., SCOTT BRADSHAW & RAWLS, P.C.

SCOTT BRADSHAW & RAWLS, P.C.EIN 46-1550694Plan #001PY 2020

1426 HOLLAND ROAD - SUFFOLK, VA 23434757-539-3446sbrcpas.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+29.0% from 2019

Total participants

+25.0% from 2019

Average account balance

$189,213

+3.2% from 2019

Annual return

19.54%

-6.82 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.31M

Not enough data

1 years with asset history on file

Average account balance

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

$331K

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.

100.0%

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

$16K

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

+17.99%

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 codes2J

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.

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

$189,213

$165,399+14.4%

$149,745+26.4%

$158,982+19.0%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

19.54%

348.34%-328.8pp

276.72%-257.2pp

302.99%-283.4pp

Employer contribution / active EE

$3,203

$5,105-37.2%

$4,646-31.0%

$4,763-32.7%

Participant deferral / active EE

$10,632

$7,183+48.0%

$6,843+55.4%

$5,983+77.7%

Admin fee / account holder

$10,811-100.0%

$9,312-100.0%

$11,252-100.0%

SCOTT BRADSHAW & RAWLS, P.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SCOTT BRADSHAW & RAWLS, P.C.

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