Retirement plan

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

Name: ROSE LAW FIRM - PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION (2017) Form 5500
Creator: ROSE LAW FIRM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION, ROSE LAW FIRM

ROSE LAW FIRMEIN 71-0438614Plan #001PY 2017

120 EAST FOURTH STREET - LITTLE ROCK, AR 72201501-375-9131roselawfirm.comLinkedIn51-200 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.4M

+2.9% from 2016

Total participants

-5.5% from 2016

Average account balance

-100.0% from 2016

Annual return

15.38%

+22.93 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

$16.28M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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

$1.23M

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

+15.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20710

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 codes2E2F2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2.3M

$43193 / participant

Other / not subdivided$2M100.0%

% of EOY assets

17.079%

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

$85,766-100.0%

$136,298-100.0%

$70,126-100.0%

Participation rate

0.0%

74.2%-74.2pp

81.9%-81.9pp

69.5%-69.5pp

Annual return

15.38%

31.46%-16.1pp

5156.27%-5140.9pp

73.15%-57.8pp

Employer contribution / active EE

$4,209

$2,966+41.9%

$4,696-10.4%

$2,343+79.7%

Participant deferral / active EE

$7,877

$5,051+55.9%

$6,247+26.1%

$3,332+136.4%

Admin fee / account holder

$5,421-100.0%

$9,244-100.0%

$4,645-100.0%

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

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