Retirement plan

D'AQUILA, CONTRERAS AND VEGA, APLC 401(K) RETIREMENT SAVINGS PLAN

Name: D'AQUILA, CONTRERAS AND VEGA, APLC - D'AQUILA, CONTRERAS AND VEGA, APLC 401(K) RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: D'AQUILA, CONTRERAS AND VEGA, APLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D'AQUILA, CONTRERAS AND VEGA, APLC 401(K) RETIREMENT SAVINGS PLAN, D'AQUILA, CONTRERAS AND VEGA, APLC

D'AQUILA, CONTRERAS AND VEGA, APLCEIN 72-0899628Plan #001PY 2017

3329 FLORIDA AVENUE - KENNER, LA 70065504-469-6699ddvlaw.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

+10.0% from 2016

Total participants

-12.5% from 2016

Average account balance

$89,274

+25.8% from 2016

Annual return

15.49%

+9.07 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$405K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59433

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$105K

$8750 / participant

Other / not subdivided$105K100.0%

% of EOY assets

8.401%

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

$89,274

$150,446-40.7%

$136,297-34.5%

$147,585-39.5%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

15.49%

1049.14%-1033.7pp

5156.19%-5140.7pp

578.58%-563.1pp

Employer contribution / active EE

$217

$5,256-95.9%

$4,696-95.4%

$4,876-95.5%

Participant deferral / active EE

$3,352

$6,631-49.4%

$6,247-46.3%

$5,439-38.4%

Admin fee / account holder

$7,500

$10,906-31.2%

$9,244-18.9%

$10,886-31.1%

D'AQUILA, CONTRERAS AND VEGA, APLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D'AQUILA, CONTRERAS AND VEGA, APLC 401(K) RETIREMENT 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