Retirement plan

DANIEL COKER HORTON & BELL, P. A. PROFIT SHARING 401(K) PLAN

Name: DANIEL COKER HORTON & BELL P.A. - DANIEL COKER HORTON & BELL, P. A. PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: DANIEL COKER HORTON & BELL P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DANIEL COKER HORTON & BELL, P. A. PROFIT SHARING 401(K) PLAN, DANIEL COKER HORTON & BELL P.A.

DANIEL COKER HORTON & BELL P.A.EIN 64-0653454Plan #001PY 2017

4400 OLD CANTON ROAD, P.O. BOX 1084, SUITE 400 - JACKSON, MS 39211601-969-7607

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$37.9M

+12.4% from 2016

Total participants

107

-0.9% from 2016

Average account balance

$382,737

+14.7% from 2016

Annual return

14.83%

+7.84 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.01M

Not enough data

1 years with asset history on file

Average account balance

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

$513K

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

$737K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+9.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32013

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

Top 4 by compensation

Provider	Service type	Compensation
WITHUMSMITH+BROWN, PC1 year Filed as: TANN BROWN AND RUSS CO PLLC Service code 10 1501 LAKELAND DRIVE SUITE 300 · JACKSON, MS 39216	Accounting	$13,600
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$710
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105	Securities brokerage; Direct payment ...	$435
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB AND CO., INC. Service code 33	Direct payment from the plan; Securit...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$16K

$202 / participant

Investment mgmt$1K6.4%
Other / not subdivided$15K93.6%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TANN, BROWN & RUSS CO., PLLC
Auditor EIN: 205630688
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$382,737

$85,766+346.3%

$136,298+180.8%

$70,126+445.8%

Participation rate

89.7%

74.2%+15.6pp

81.9%+7.8pp

69.5%+20.2pp

Annual return

14.83%

31.46%-16.6pp

5156.27%-5141.4pp

73.15%-58.3pp

Employer contribution / active EE

$10,622

$2,966+258.1%

$4,696+126.2%

$2,343+353.4%

Participant deferral / active EE

$7,371

$5,051+45.9%

$6,247+18.0%

$3,332+121.2%

Admin fee / account holder

$159

$5,421-97.1%

$9,244-98.3%

$4,645-96.6%

Provider

Service type

Compensation

WITHUMSMITH+BROWN, PC1 year

Filed as: TANN BROWN AND RUSS CO PLLC

Service code 10

1501 LAKELAND DRIVE SUITE 300 · JACKSON, MS 39216

Accounting

$13,600

T ROWE PRICE RPS INC3+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$710

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB AND CO INC

Service code 33

211 MAIN STREET · SAN FRANCISCO, CA 94105

Securities brokerage; Direct payment ...

$435

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB AND CO., INC.

Service code 33

Direct payment from the plan; Securit...

DANIEL COKER HORTON & BELL, P. A. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DANIEL COKER HORTON & BELL, P. A. PROFIT SHARING 401(K) 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