Retirement plan

SIDNER LAW OFFICE 401(K) PROFIT SHARING PLAN

Name: SIDNER, SVOBODA, SCHILKE, ET AL - SIDNER LAW OFFICE 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SIDNER, SVOBODA, SCHILKE, ET AL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIDNER LAW OFFICE 401(K) PROFIT SHARING PLAN, SIDNER, SVOBODA, SCHILKE, ET AL

SIDNER, SVOBODA, SCHILKE, ET ALEIN 47-0527226Plan #001PY 2017

340 E MILITARY AVE - FREMONT, NE 680255097402-721-7111sidnerlaw.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+19.2% from 2016

Total participants

+10.0% from 2016

Average account balance

$176,390

+19.2% from 2016

Annual return

12.80%

+6.02 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$236K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+25.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14813

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 codes2F2G2T3D2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$40K

$3625 / participant

Other / not subdivided$40K100.0%

% of EOY assets

2.261%

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

$176,390

$150,446+17.2%

$136,297+29.4%

$147,585+19.5%

Participation rate

90.9%

84.4%+6.5pp

81.9%+9.0pp

82.8%+8.1pp

Annual return

12.80%

1049.14%-1036.3pp

5156.19%-5143.4pp

578.58%-565.8pp

Employer contribution / active EE

$3,682

$5,256-29.9%

$4,696-21.6%

$4,876-24.5%

Participant deferral / active EE

$8,471

$6,631+27.8%

$6,247+35.6%

$5,439+55.8%

Admin fee / account holder

$3,988

$10,906-63.4%

$9,244-56.9%

$10,886-63.4%

SIDNER LAW OFFICE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIDNER LAW OFFICE 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