Retirement plan

CHAS SCHWAB & CO KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING

Name: DAVID TURCH & ASSOCIATES - CHAS SCHWAB & CO KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING (2016) Form 5500
Creator: DAVID TURCH & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAS SCHWAB & CO KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING, DAVID TURCH & ASSOCIATES

DAVID TURCH & ASSOCIATESEIN 54-0909352Plan #003PY 2016

517 2ND STREET, NE - WASHINGTON, DC 20002202-543-3744LinkedIn1-10 employeesgovernment relations

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.7M

+10.6% from 2015

Total participants

0.0% from 2015

Average account balance

$731,376

+32.8% from 2015

Annual return

8.26%

+15.22 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

$4.63M

Not enough data

1 years with asset history on file

Average account balance

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

$926K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+12.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26264

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$731,376

$135,956+437.9%

$123,894+490.3%

$273,972+167.0%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

8.26%

56.63%-48.4pp

47.52%-39.3pp

41.46%-33.2pp

Employer contribution / active EE

$5,954

$5,170+15.2%

$4,617+29.0%

$4,869+22.3%

Participant deferral / active EE

$9,829

$6,343+55.0%

$5,984+64.3%

$5,287+85.9%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

CHAS SCHWAB & CO KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHAS SCHWAB & CO KEOGH PLAN & CUSTODIAL ACCT-PROFIT SHARING

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