Retirement plan

THE FRANCIS LAW FIRM PLLC 401(K)PROFITSHARING PLAN FORMERLY FRANCIS & AUSTIN PLLC 401(K) PSP

Name: THE FRANCIS LAW FIRM, PLLC FORMERLY FRANCIS & AUSTIN,LLC - THE FRANCIS LAW FIRM PLLC 401(K)PROFITSHARING PLAN FORMERLY FRANCIS & AUSTIN PLLC 401(K) PSP (2016) Form 5500
Creator: THE FRANCIS LAW FIRM, PLLC FORMERLY FRANCIS & AUSTIN,LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FRANCIS LAW FIRM PLLC 401(K)PROFITSHARING PLAN FORMERLY FRANCIS & AUSTIN PLLC 401(K) PSP, THE FRANCIS LAW FIRM, PLLC FORMERLY FRANCIS & AUSTIN,LLC

THE FRANCIS LAW FIRM, PLLC FORMERLY FRANCIS & AUSTIN,LLCEIN 56-2216594Plan #001PY 2016

P.O. BOX 164 - RALEIGH, NC 276020164919-828-0801LinkedIn1-10 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$508K

+30.8% from 2015

Total participants

+20.0% from 2015

Average account balance

$84,617

+9.0% from 2015

Annual return

6.26%

+6.82 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

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20373

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 codes2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$917

$183 / participant

Other / not subdivided$917100.0%

% of EOY assets

0.181%

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

$84,617

$135,956-37.8%

$123,894-31.7%

$273,972-69.1%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

6.26%

56.63%-50.4pp

47.52%-41.3pp

41.46%-35.2pp

Employer contribution / active EE

$11,911

$5,170+130.4%

$4,617+158.0%

$4,869+144.6%

Participant deferral / active EE

$7,142

$6,343+12.6%

$5,984+19.3%

$5,287+35.1%

Admin fee / account holder

$153

$9,817-98.4%

$8,357-98.2%

$10,133-98.5%

THE FRANCIS LAW FIRM PLLC 401(K)PROFITSHARING PLAN FORMERLY FRANCIS & AUSTIN PLLC 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE FRANCIS LAW FIRM PLLC 401(K)PROFITSHARING PLAN FORMERLY FRANCIS & AUSTIN PLLC 401(K) PSP

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