Retirement plan

HUTTON & HUTTON LAW FIRM, L.L.C. 401K PLAN

Name: HUTTON & HUTTON LAW FIRM, LLC - HUTTON & HUTTON LAW FIRM, L.L.C. 401K PLAN (2018) Form 5500
Creator: HUTTON & HUTTON LAW FIRM, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUTTON & HUTTON LAW FIRM, L.L.C. 401K PLAN, HUTTON & HUTTON LAW FIRM, LLC

HUTTON & HUTTON LAW FIRM, LLCEIN 48-0966751Plan #002PY 2018

8100 E. 22ND STREET BLDG 1200 - WICHITA, KS 67226316-688-1166

Other plans on this EIN

1 filing

#001Retirement-$9.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-1.3% from 2017

Total participants

0.0% from 2017

Average account balance

$126,806

-1.3% from 2017

Annual return

-3.09%

-20.00 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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.

63.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2706

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 codes2E2F2G2J2T3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$53K

$4048 / participant

Other / not subdivided$53K100.0%

% of EOY assets

4.150%

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

$126,806

$138,076-8.2%

$123,553+2.6%

$135,380-6.3%

Participation rate

76.9%

84.7%-7.8pp

82.3%-5.4pp

82.6%-5.7pp

Annual return

-3.09%

153.70%-156.8pp

119.21%-122.3pp

519.81%-522.9pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$5,527

$6,800-18.7%

$6,426-14.0%

$5,609-1.5%

Admin fee / account holder

$5,263

$10,917-51.8%

$9,284-43.3%

$10,828-51.4%

HUTTON & HUTTON LAW FIRM, L.L.C. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUTTON & HUTTON LAW FIRM, L.L.C. 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