Retirement plan

ANDREW G. ROSENBERG, P.A. 401(K) PLAN

Name: ANDREW G. ROSENBERG, P.A. - ANDREW G. ROSENBERG, P.A. 401(K) PLAN (2020) Form 5500
Creator: ANDREW G. ROSENBERG, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDREW G. ROSENBERG, P.A. 401(K) PLAN, ANDREW G. ROSENBERG, P.A.

ANDREW G. ROSENBERG, P.A.EIN 65-0966307Plan #001PY 2020

5421 N. UNIVERSITY DRIVE, SUITE 101 - CORAL SPRINGS, FL 33067954-755-7803LinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$217K

+17.2% from 2019

Total participants

+50.0% from 2019

Average account balance

$72,216

-21.9% from 2019

Annual return

-4.46%

-125.25 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$428K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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

$49K

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

+8.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$836

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 codes2G2J

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$72,216

$165,361-56.3%

$149,715-51.8%

$158,950-54.6%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

-4.46%

348.24%-352.7pp

276.66%-281.1pp

302.91%-307.4pp

Employer contribution / active EE

$3,309

$5,103-35.2%

$4,645-28.8%

$4,762-30.5%

Participant deferral / active EE

$10,014

$7,182+39.4%

$6,842+46.4%

$5,983+67.4%

Admin fee / account holder

$10,808-100.0%

$9,310-100.0%

$11,248-100.0%

ANDREW G. ROSENBERG, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANDREW G. ROSENBERG, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion