Retirement plan

CHIGBROW RYAN & COMPANY 401K PROFIT SHARING PLAN

Name: CHIGBROW RYAN & COMPANY, CHARTERED - CHIGBROW RYAN & COMPANY 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: CHIGBROW RYAN & COMPANY, CHARTERED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHIGBROW RYAN & COMPANY 401K PROFIT SHARING PLAN, CHIGBROW RYAN & COMPANY, CHARTERED

CHIGBROW RYAN & COMPANY, CHARTEREDEIN 82-0396920Plan #001PY 2018

PO BOX 7807 - BOISE, ID 837071807208-384-1040chigbrowryan.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$843K

-5.6% from 2017

Total participants

-12.5% from 2017

Average account balance

$120,475

-5.6% from 2017

Annual return

-4.65%

-21.46 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.07M

Not enough data

1 years with asset history on file

Average account balance

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

$767K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.85%

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

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

$80K

$13286 / participant

Other / not subdivided$80K100.0%

% of EOY assets

9.453%

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

$120,475

$138,075-12.7%

$123,552-2.5%

$135,379-11.0%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-4.65%

153.70%-158.4pp

119.20%-123.9pp

519.79%-524.4pp

Employer contribution / active EE

$3,899

$5,152-24.3%

$4,628-15.8%

$4,779-18.4%

Participant deferral / active EE

$8,040

$6,800+18.2%

$6,426+25.1%

$5,609+43.3%

Admin fee / account holder

$11,388

$10,917+4.3%

$9,285+22.7%

$10,828+5.2%

CHIGBROW RYAN & COMPANY 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHIGBROW RYAN & COMPANY 401K 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