Retirement plan

KELSEY K. BARDWELL, PLLC 401K PLAN

Name: KELSEY K. BARDWELL, PLLC - KELSEY K. BARDWELL, PLLC 401K PLAN (2018) Form 5500
Creator: KELSEY K. BARDWELL, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KELSEY K. BARDWELL, PLLC 401K PLAN, KELSEY K. BARDWELL, PLLC

KELSEY K. BARDWELL, PLLCEIN 47-2455711Plan #001PY 2018

600 W. CENTRAL AVE - HARRISON, AR 72601870-743-2588

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$172K

+31.7% from 2017

Total participants

+150.0% from 2017

Average account balance

$24,583

-24.7% from 2017

Annual return

-7.99%

-24.66 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$525K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

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

+18.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$900

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 codes2E2J2F2G3D2T

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$202 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.056%

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

$24,583

$138,072-82.2%

$123,549-80.1%

$135,382-81.8%

Participation rate

66.7%

84.7%-18.1pp

82.3%-15.6pp

82.6%-16.0pp

Annual return

-7.99%

153.69%-161.7pp

119.20%-127.2pp

519.77%-527.8pp

Employer contribution / active EE

$4,853

$5,152-5.8%

$4,628+4.9%

$4,779+1.6%

Participant deferral / active EE

$912

$6,799-86.6%

$6,426-85.8%

$5,609-83.7%

Admin fee / account holder

$260

$10,917-97.6%

$9,284-97.2%

$10,829-97.6%

KELSEY K. BARDWELL, PLLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KELSEY K. BARDWELL, PLLC 401K 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