Retirement plan

FLETCHER, HEALD & HILDRETH 401(K) PLAN FOR OF COUNSEL EMPLOYEES

Name: FLETCHER, HEALD & HILDRETH, P.L.C. - FLETCHER, HEALD & HILDRETH 401(K) PLAN FOR OF COUNSEL EMPLOYEES (2016) Form 5500
Creator: FLETCHER, HEALD & HILDRETH, P.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLETCHER, HEALD & HILDRETH 401(K) PLAN FOR OF COUNSEL EMPLOYEES, FLETCHER, HEALD & HILDRETH, P.L.C.

FLETCHER, HEALD & HILDRETH, P.L.C.EIN 53-0185297Plan #004PY 2016

1300 N. 17TH STREET - ARLINGTON, VA 222093801703-812-0400fhhlaw.comLinkedIn11-50 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$14.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$738K

+24.1% from 2015

Total participants

+50.0% from 2015

Average account balance

$147,673

-25.5% from 2015

Annual return

14.62%

+18.71 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

$4.83M

Not enough data

1 years with asset history on file

Average account balance

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

$966K

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.

500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17666

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$147,673

$135,956+8.6%

$123,894+19.2%

$273,972-46.1%

Participation rate

80.0%

84.1%-4.1pp

81.4%-1.4pp

83.0%-3.0pp

Annual return

14.62%

56.63%-42.0pp

47.52%-32.9pp

41.46%-26.8pp

Employer contribution / active EE

$1,461

$5,170-71.7%

$4,617-68.4%

$4,869-70.0%

Participant deferral / active EE

$9,840

$6,343+55.1%

$5,984+64.4%

$5,287+86.1%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

FLETCHER, HEALD & HILDRETH 401(K) PLAN FOR OF COUNSEL EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FLETCHER, HEALD & HILDRETH 401(K) PLAN FOR OF COUNSEL EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion