Retirement plan

PAUL KNOPF BIGGER PLLC 401(K) PLAN

Name: PAUL KNOPF BIGGER PLLC - PAUL KNOPF BIGGER PLLC 401(K) PLAN (2020) Form 5500
Creator: PAUL KNOPF BIGGER PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL KNOPF BIGGER PLLC 401(K) PLAN, PAUL KNOPF BIGGER PLLC

PAUL KNOPF BIGGER PLLCEIN 82-3414489Plan #001PY 2020

840 SOUTH DENNING DRIVE, SUITE 200 - WINTER PARK, FL 32789407-599-5900pkblawfirm.comLinkedIn11-50 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+62.2% from 2019

Total participants

+21.4% from 2019

Average account balance

$51,465

+24.1% from 2019

Annual return

19.45%

-79.34 pp from 2019

Benchmarks

See 26,423 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,423 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.82M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

144.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$661K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+12.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4773

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$93

$4 / participant

Other / not subdivided$93100.0%

% of EOY assets

0.005%

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

$51,465

$98,760-47.9%

$149,715-65.6%

$79,858-35.6%

Participation rate

100.0%

75.8%+24.2pp

82.5%+17.5pp

69.6%+30.4pp

Annual return

19.45%

27.43%-8.0pp

276.66%-257.2pp

31.72%-12.3pp

Employer contribution / active EE

$9,419

$3,217+192.8%

$4,645+102.8%

$2,471+281.2%

Participant deferral / active EE

$9,043

$5,681+59.2%

$6,842+32.2%

$3,740+141.8%

Admin fee / account holder

$6,053-100.0%

$9,310-100.0%

$5,306-99.9%

PAUL KNOPF BIGGER PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAUL KNOPF BIGGER PLLC 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