Retirement plan

STAPLETON, JOHNSON & MCDOWELL P A PENSION PL

Name: STAPLETON, JOHNSON & MCDOWELL, P.A - STAPLETON, JOHNSON & MCDOWELL P A PENSION PL (2018) Form 5500
Creator: STAPLETON, JOHNSON & MCDOWELL, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAPLETON, JOHNSON & MCDOWELL P A PENSION PL, STAPLETON, JOHNSON & MCDOWELL, P.A

STAPLETON, JOHNSON & MCDOWELL, P.AEIN 59-2256943Plan #001PY 2018

915 MEADOWLAWN DRIVE N - ST. PETERSBURG, FL 33702727-381-1699sjmpa.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$879K

-38.8% from 2017

Total participants

-33.3% from 2017

Average account balance

$146,443

-8.2% from 2017

Annual return

-1.60%

-14.38 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$370K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+8.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$610K

$152459 / participant

Other / not subdivided$610K100.0%

% of EOY assets

69.406%

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

$146,443

$138,072+6.1%

$123,549+18.5%

$135,382+8.2%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-1.60%

153.69%-155.3pp

119.20%-120.8pp

519.77%-521.4pp

Employer contribution / active EE

$6,881

$5,152+33.6%

$4,628+48.7%

$4,779+44.0%

Participant deferral / active EE

$12,250

$6,799+80.2%

$6,426+90.6%

$5,609+118.4%

Admin fee / account holder

$101,640

$10,917+831.1%

$9,284+994.7%

$10,829+838.6%

STAPLETON, JOHNSON & MCDOWELL P A PENSION PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAPLETON, JOHNSON & MCDOWELL P A PENSION PL

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