Retirement plan

O'NEIL HAGAMAN, A PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

Name: O'NEIL HAGAMAN, A PROFESSIONAL LLC - O'NEIL HAGAMAN, A PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: O'NEIL HAGAMAN, A PROFESSIONAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'NEIL HAGAMAN, A PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN, O'NEIL HAGAMAN, A PROFESSIONAL LLC

O'NEIL HAGAMAN, A PROFESSIONAL LLCEIN 62-1261795Plan #001PY 2015

3310 WEST END AVENUE, SUITE 400 - NASHVILLE, TN 37203615-320-5291oneilhagaman.comLinkedIn11-50 employeesentertainment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

No prior year

Total participants

No prior year

Average account balance

$96,356

No prior year

Annual return

1.75%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.29M

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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.

144.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$624K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3689

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 codes2E2F2G2J2T3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$41K

$896 / participant

Other / not subdivided$41K100.0%

% of EOY assets

0.725%

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

$96,356

$72,177+33.5%

$115,037-16.2%

$59,633+61.6%

Participation rate

95.7%

72.6%+23.1pp

81.4%+14.3pp

68.7%+27.0pp

Annual return

1.75%

12.02%-10.3pp

26.14%-24.4pp

2041.40%-2039.6pp

Employer contribution / active EE

$2,732

$2,841-3.9%

$4,608-40.7%

$2,203+24.0%

Participant deferral / active EE

$5,169

$4,783+8.1%

$6,026-14.2%

$3,192+62.0%

Admin fee / account holder

$699

$4,927-85.8%

$8,175-91.5%

$4,297-83.7%

O'NEIL HAGAMAN, A PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O'NEIL HAGAMAN, A PROFESSIONAL LLC 401(K) PROFIT SHARING PLAN

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