Retirement plan

SMITHERMAN, HILL & BRICE, L.C. 401(K) PLAN

Name: SMITHERMAN, HILL & BRICE, L.C. - SMITHERMAN, HILL & BRICE, L.C. 401(K) PLAN (2019) Form 5500
Creator: SMITHERMAN, HILL & BRICE, L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITHERMAN, HILL & BRICE, L.C. 401(K) PLAN, SMITHERMAN, HILL & BRICE, L.C.

SMITHERMAN, HILL & BRICE, L.C.EIN 72-1387855Plan #003PY 2019

8570 BUSINESS PARK DR STE 100 - SHREVEPORT, LA 71105318-227-1990

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$55K

+313.3% from 2018

Total participants

+10.0% from 2018

Average account balance

$5,028

+200.6% from 2018

Annual return

39.98%

-450.67 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$287K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92

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 codes2F2G2T3D2E2J2R

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$63

$6 / participant

Other / not subdivided$63100.0%

% of EOY assets

0.114%

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

$5,028

$157,304-96.8%

$141,197-96.4%

$152,909-96.7%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

39.98%

64.34%-24.4pp

71.41%-31.4pp

345.46%-305.5pp

Employer contribution / active EE

$1,917

$5,263-63.6%

$4,736-59.5%

$4,764-59.8%

Participant deferral / active EE

$1,409

$7,111-80.2%

$6,710-79.0%

$5,851-75.9%

Admin fee / account holder

$12,126-100.0%

$10,265-99.9%

$11,601-100.0%

SMITHERMAN, HILL & BRICE, L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMITHERMAN, HILL & BRICE, L.C. 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