Retirement plan

SYMMETRY WEALTH ADVISORY 401(K) PROFIT SHARING PLA

Name: SYMMETRY WEALTH ADVISORY GROUP, INC - SYMMETRY WEALTH ADVISORY 401(K) PROFIT SHARING PLA (2021) Form 5500
Creator: SYMMETRY WEALTH ADVISORY GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYMMETRY WEALTH ADVISORY 401(K) PROFIT SHARING PLA, SYMMETRY WEALTH ADVISORY GROUP, INC

SYMMETRY WEALTH ADVISORY GROUP, INCEIN 81-2947322Plan #001PY 2021

2975 WESTCHESTER AVENUE, SUITE 418 - PURCHASE, NY 10577914-437-7065symmetrywealthadvisorygroup.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$467K

+64.4% from 2020

Total participants

+33.3% from 2020

Average account balance

$116,870

+23.3% from 2020

Annual return

17.17%

-7.08 pp from 2020

Benchmarks

See 33,473 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,473 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$887K

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

-9.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

0 tripped

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

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

$116,870

$209,847-44.3%

$189,520-38.3%

$167,518-30.2%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

17.17%

748.45%-731.3pp

555.25%-538.1pp

478.71%-461.5pp

Employer contribution / active EE

$19,720

$6,913+185.2%

$6,161+220.1%

$4,838+307.6%

Participant deferral / active EE

$13,841

$8,934+54.9%

$8,220+68.4%

$6,342+118.2%

Admin fee / account holder

$14,295-100.0%

$12,046-100.0%

$12,312-100.0%

SYMMETRY WEALTH ADVISORY 401(K) PROFIT SHARING PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SYMMETRY WEALTH ADVISORY 401(K) PROFIT SHARING PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion