Retirement plan

GOYETTE & ASSOCIATES, INC. 401(K) PLAN

Name: GOYETTE & ASSOCIATES, INC. - GOYETTE & ASSOCIATES, INC. 401(K) PLAN (2017) Form 5500
Creator: GOYETTE & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOYETTE & ASSOCIATES, INC. 401(K) PLAN, GOYETTE & ASSOCIATES, INC.

GOYETTE & ASSOCIATES, INC.EIN 75-3143093Plan #001PY 2017

2366 GOLD MEADOW WAY, SUITE 200 - GOLD RIVER, CA 95670916-851-1900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+32.1% from 2016

Total participants

+9.8% from 2016

Average account balance

$34,322

-9.2% from 2016

Annual return

21.63%

+14.69 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

$4.23M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

168.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$243K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4743

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

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

$54K

$1263 / participant

Other / not subdivided$54K100.0%

% of EOY assets

2.473%

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

$34,322

$85,766-60.0%

$136,298-74.8%

$70,126-51.1%

Participation rate

93.0%

74.2%+18.9pp

81.9%+11.1pp

69.5%+23.5pp

Annual return

21.63%

31.46%-9.8pp

5156.27%-5134.6pp

73.15%-51.5pp

Employer contribution / active EE

$905

$2,966-69.5%

$4,696-80.7%

$2,343-61.4%

Participant deferral / active EE

$3,651

$5,051-27.7%

$6,247-41.6%

$3,332+9.6%

Admin fee / account holder

$849

$5,421-84.3%

$9,244-90.8%

$4,645-81.7%

GOYETTE & ASSOCIATES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOYETTE & ASSOCIATES, INC. 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