Retirement plan

GUERRIERI, BARTOS & ROMA, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Name: GUERRIERI, BARTOS & ROMA, P.C. - GUERRIERI, BARTOS & ROMA, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: GUERRIERI, BARTOS & ROMA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUERRIERI, BARTOS & ROMA, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN, GUERRIERI, BARTOS & ROMA, P.C.

GUERRIERI, BARTOS & ROMA, P.C.EIN 52-1403822Plan #002PY 2018

1900 M STREET NW, SUITE 700 - WASHINGTON, DC 20036202-624-7400

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.8M

-30.1% from 2017

Total participants

-11.1% from 2017

Average account balance

$450,913

-16.2% from 2017

Annual return

-3.42%

-17.94 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

$10.25M

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+13.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22223

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 codes2E2F2G2J2T3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.9M

$322575 / participant

Other / not subdivided$3M100.0%

% of EOY assets

42.923%

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

$450,913

$138,076+226.6%

$123,553+265.0%

$135,380+233.1%

Participation rate

88.9%

84.7%+4.2pp

82.3%+6.6pp

82.6%+6.2pp

Annual return

-3.42%

153.70%-157.1pp

119.21%-122.6pp

519.81%-523.2pp

Employer contribution / active EE

$19,526

$5,152+279.0%

$4,628+321.9%

$4,779+308.6%

Participant deferral / active EE

$12,686

$6,800+86.6%

$6,426+97.4%

$5,609+126.2%

Admin fee / account holder

$193,545

$10,917+1672.9%

$9,284+1984.6%

$10,828+1687.4%

GUERRIERI, BARTOS & ROMA, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUERRIERI, BARTOS & ROMA, P.C. EMPLOYEES' 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