Retirement plan

LAW OFFICE OF JOHN C BARTENSTEIN RETIREMENT PLAN

Name: JOHN C BARTENSTEIN - LAW OFFICE OF JOHN C BARTENSTEIN RETIREMENT PLAN (2019) Form 5500
Creator: JOHN C BARTENSTEIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICE OF JOHN C BARTENSTEIN RETIREMENT PLAN, JOHN C BARTENSTEIN

JOHN C BARTENSTEINEIN 46-1777602Plan #001PY 2019

809 MASSACHUSETTS AVENUE - LEXINGTON, MA 02420617-633-4566

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$526K

+23.4% from 2018

Total participants

0.0% from 2018

Average account balance

$525,640

+23.4% from 2018

Annual return

23.36%

+31.05 pp from 2018

Benchmarks

See 425 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort425 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.90%

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 codes2G2J2R3B

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$525,640

$237,565+121.3%

$141,191+272.3%

Participation rate

0.0%

70.1%-70.1pp

82.5%-82.5pp

Annual return

23.36%

19.47%+3.9pp

71.41%-48.1pp

Employer contribution / active EE

$2,430-100.0%

$4,736-100.0%

Participant deferral / active EE

$5,165-100.0%

$6,710-100.0%

Admin fee / account holder

$15,211-100.0%

$10,264-100.0%

LAW OFFICE OF JOHN C BARTENSTEIN RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAW OFFICE OF JOHN C BARTENSTEIN RETIREMENT 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