Retirement plan

DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN

Name: DUDLEY, TOPPER AND FEUERZEIG, LLP - DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN (2018) Form 5500
Creator: DUDLEY, TOPPER AND FEUERZEIG, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN, DUDLEY, TOPPER AND FEUERZEIG, LLP

DUDLEY, TOPPER AND FEUERZEIG, LLPEIN 66-0359981Plan #001PY 2018

1000 FREDERIKSBERG GADE - ST. THOMAS, VI 008026736340-774-4422

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.2M

+2.8% from 2017

Total participants

-2.4% from 2017

Average account balance

$105,121

-12.6% from 2017

Annual return

-3.65%

-15.52 pp from 2017

Benchmarks

See 25,537 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,537 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$9.40M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

142.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$339K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16610

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J3B3D

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$61K

$2253 / participant

Other / not subdivided$61K100.0%

% of EOY assets

1.446%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,121

$77,813+35.1%

$123,544-14.9%

$64,186+63.8%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-3.65%

12.48%-16.1pp

119.20%-122.8pp

7.63%-11.3pp

Employer contribution / active EE

$3,684

$3,014+22.2%

$4,628-20.4%

$2,381+54.7%

Participant deferral / active EE

$8,325

$5,240+58.9%

$6,426+29.6%

$3,470+140.0%

Admin fee / account holder

$1,520

$5,519-72.4%

$9,284-83.6%

$4,888-68.9%

DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS 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