Retirement plan

STANLEY BRUCE POWELL, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Name: STANLEY BRUCE POWELL, P.A. - STANLEY BRUCE POWELL, P.A. MONEY PURCHASE PENSION PLAN AND TRUST (2015) Form 5500
Creator: STANLEY BRUCE POWELL, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANLEY BRUCE POWELL, P.A. MONEY PURCHASE PENSION PLAN AND TRUST, STANLEY BRUCE POWELL, P.A.

STANLEY BRUCE POWELL, P.A.EIN 59-2149285Plan #001PY 2015

107 PARTIN DR N - NICEVILLE, FL 325782035850-678-2118powellandswanick.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$487,161

No prior year

Annual return

-2.28%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.00M

Not enough data

1 years with asset history on file

Average account balance

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

$750K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20394

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

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

$13K

$2518 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.369%

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

$487,161

$127,387+282.4%

$115,038+323.5%

$125,389+288.5%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-2.28%

31.28%-33.6pp

26.14%-28.4pp

282.24%-284.5pp

Employer contribution / active EE

$19,294

$5,166+273.5%

$4,608+318.7%

$4,866+296.5%

Participant deferral / active EE

$6,423-100.0%

$6,026-100.0%

$5,352-100.0%

Admin fee / account holder

$1,798

$9,516-81.1%

$8,175-78.0%

$9,541-81.2%

STANLEY BRUCE POWELL, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANLEY BRUCE POWELL, P.A. MONEY PURCHASE PENSION PLAN AND 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