Retirement plan

MOGINRUBIN,LLP 401(K) PROFIT SHARING PLAN

Name: MOGINRUBIN, LLP - MOGINRUBIN,LLP 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: MOGINRUBIN, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOGINRUBIN,LLP 401(K) PROFIT SHARING PLAN, MOGINRUBIN, LLP

MOGINRUBIN, LLPEIN 82-0742608Plan #002PY 2021

600 WEST BROADWAY, SUITE 3300 - SAN DIEGO, CA 92101619-241-2552

Other plans on this EIN

1 filing

#003Retirement-$2.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+17.6% from 2020

Total participants

-7.7% from 2020

Average account balance

$131,948

+27.4% from 2020

Annual return

12.91%

+0.22 pp from 2020

Benchmarks

See 126,134 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,134 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.08M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+31.72%

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

$58K

$4854 / participant

Other / not subdivided$58K100.0%

% of EOY assets

3.679%

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

$131,948

$176,077-25.1%

$159,455-17.3%

$167,518-21.2%

Participation rate

100.0%

84.9%+15.1pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

12.91%

331.83%-318.9pp

263.63%-250.7pp

478.71%-465.8pp

Employer contribution / active EE

$3,052

$5,298-42.4%

$4,830-36.8%

$4,838-36.9%

Participant deferral / active EE

$5,925

$7,751-23.6%

$7,353-19.4%

$6,342-6.6%

Admin fee / account holder

$4,854

$12,556-61.3%

$10,800-55.1%

$12,312-60.6%

MOGINRUBIN,LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOGINRUBIN,LLP 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