Retirement plan

TISHER, FREE & LYNN, PLLC 401-K PROFIT SHARING PLAN

Name: TISHER, FREE & LYNN, PLLC - TISHER, FREE & LYNN, PLLC 401-K PROFIT SHARING PLAN (2018) Form 5500
Creator: TISHER, FREE & LYNN, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TISHER, FREE & LYNN, PLLC 401-K PROFIT SHARING PLAN, TISHER, FREE & LYNN, PLLC

TISHER, FREE & LYNN, PLLCEIN 81-4691639Plan #001PY 2018

809 SOUTH MAIN STREET, SUITE 200 - COLUMBIA, TN 38401931-388-8868

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$247K

-10.4% from 2017

Total participants

-12.5% from 2017

Average account balance

$35,342

+2.4% from 2017

Annual return

-5.55%

-15.58 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$880K

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+3.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174

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 codes2J2E3D

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

$59K

$11773 / participant

Other / not subdivided$59K100.0%

% of EOY assets

23.793%

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

$35,342

$138,072-74.4%

$123,549-71.4%

$135,382-73.9%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-5.55%

153.69%-159.2pp

119.20%-124.7pp

519.77%-525.3pp

Employer contribution / active EE

$3,345

$5,152-35.1%

$4,628-27.7%

$4,779-30.0%

Participant deferral / active EE

$5,725

$6,799-15.8%

$6,426-10.9%

$5,609+2.1%

Admin fee / account holder

$8,409

$10,917-23.0%

$9,284-9.4%

$10,829-22.3%

TISHER, FREE & LYNN, PLLC 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TISHER, FREE & LYNN, PLLC 401-K PROFIT SHARING 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