Retirement plan

STANDARDIZED PROFIT SHARING PLAN PROFIT SHARING FNB STANDARDIZED TRUST

Name: LARRY WOLFE CPA - STANDARDIZED PROFIT SHARING PLAN PROFIT SHARING FNB STANDARDIZED TRUST (2018) Form 5500
Creator: LARRY WOLFE CPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANDARDIZED PROFIT SHARING PLAN PROFIT SHARING FNB STANDARDIZED TRUST, LARRY WOLFE CPA

LARRY WOLFE CPAEIN 59-1263984Plan #002PY 2018

7695 SW 104TH ST STE 220 - PINECREST, FL 331563159305-661-2222LinkedIn1-10 employeesaccounting

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

-3.8% from 2017

Total participants

0.0% from 2017

Average account balance

$935,982

-3.8% from 2017

Annual return

0.37%

-12.89 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

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80085

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 codes2G

Plan features

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.

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

$90K

$45000 / participant

Other / not subdivided$90K100.0%

% of EOY assets

4.808%

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

$935,982

$138,076+577.9%

$123,553+657.6%

$135,380+591.4%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

0.37%

153.70%-153.3pp

119.21%-118.8pp

519.81%-519.4pp

Employer contribution / active EE

$4,860

$5,152-5.7%

$4,628+5.0%

$4,779+1.7%

Participant deferral / active EE

$6,800-100.0%

$6,426-100.0%

$5,609-100.0%

Admin fee / account holder

$45,000

$10,917+312.2%

$9,284+384.7%

$10,828+315.6%

STANDARDIZED PROFIT SHARING PLAN PROFIT SHARING FNB STANDARDIZED TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANDARDIZED PROFIT SHARING PLAN PROFIT SHARING FNB STANDARDIZED TRUST

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