Retirement plan

SANDLER & REIFF PROFIT SHARING PLAN 1090 VERMONT ST NW SUITE 750 WASHINGTON DC 20005

Name: SANDLER, REIFF, YOUNG & LAMB PC - SANDLER & REIFF PROFIT SHARING PLAN 1090 VERMONT ST NW SUITE 750 WASHINGTON DC 20005 (2016) Form 5500
Creator: SANDLER, REIFF, YOUNG & LAMB PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANDLER & REIFF PROFIT SHARING PLAN 1090 VERMONT ST NW SUITE 750 WASHINGTON DC 20005, SANDLER, REIFF, YOUNG & LAMB PC

SANDLER, REIFF, YOUNG & LAMB PCEIN 52-2093357Plan #001PY 2016

1090 VERMONT ST NW SUITE 750 - WASHINGTON, DC 20005202-479-1111sandlerreiff.comLinkedIn11-50 employeeslegal services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+17.8% from 2015

Total participants

+11.1% from 2015

Average account balance

No prior year

Annual return

6.45%

+8.51 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.02M

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$1148 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.734%

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

$135,956-100.0%

$123,894-100.0%

$273,972-100.0%

Participation rate

0.0%

84.1%-84.1pp

81.4%-81.4pp

83.0%-83.0pp

Annual return

6.45%

56.63%-50.2pp

47.52%-41.1pp

41.46%-35.0pp

Employer contribution / active EE

$5,074

$5,170-1.9%

$4,617+9.9%

$4,869+4.2%

Participant deferral / active EE

$10,013

$6,343+57.9%

$5,984+67.3%

$5,287+89.4%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

SANDLER & REIFF PROFIT SHARING PLAN 1090 VERMONT ST NW SUITE 750 WASHINGTON DC 20005

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANDLER & REIFF PROFIT SHARING PLAN 1090 VERMONT ST NW SUITE 750 WASHINGTON DC 20005

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