Retirement plan

KEN R ANDERSON CPA 401(K) PROFIT SHARING PLAN

Name: KEN R ANDERSON CPA - KEN R ANDERSON CPA 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: KEN R ANDERSON CPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEN R ANDERSON CPA 401(K) PROFIT SHARING PLAN, KEN R ANDERSON CPA

KEN R ANDERSON CPAEIN 46-4670118Plan #001PY 2019

2551 SAN RAMON VALLEY BLVD.,, SUITE 211 - SAN RAMON, CA 94583925-314-0930

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$210K

+58.4% from 2018

Total participants

0.0% from 2018

Average account balance

$52,449

+58.4% from 2018

Annual return

25.42%

+34.54 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$901K

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+11.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1973

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$2K

$383 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.730%

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

$52,449

$157,276-66.7%

$141,177-62.8%

$152,885-65.7%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

25.42%

64.33%-38.9pp

71.40%-46.0pp

345.39%-320.0pp

Employer contribution / active EE

$2,148

$5,262-59.2%

$4,736-54.6%

$4,763-54.9%

Participant deferral / active EE

$8,770

$7,110+23.3%

$6,710+30.7%

$5,851+49.9%

Admin fee / account holder

$383

$12,123-96.8%

$10,263-96.3%

$11,598-96.7%

KEN R ANDERSON CPA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEN R ANDERSON CPA 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