Retirement plan

ANDERSON & BRAULT, PLLC 401(K) PLAN

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

ANDERSON & BRAULT, PLLCEIN 82-3738567Plan #001PY 2020

409 W. MAIN STREET - KELSO, WA 98626360-577-1153

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$804K

No prior year

Total participants

No prior year

Average account balance

$50,226

No prior year

Annual return

19.24%

No prior year

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9200

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 codes2E2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$50,226

$209,422-76.0%

$178,503-71.9%

$158,982-68.4%

Participation rate

93.3%

86.4%+7.0pp

81.9%+11.4pp

82.0%+11.4pp

Annual return

19.24%

188.81%-169.6pp

151.12%-131.9pp

302.99%-283.7pp

Employer contribution / active EE

$2,026

$5,707-64.5%

$5,011-59.6%

$4,763-57.5%

Participant deferral / active EE

$4,919

$5,955-17.4%

$5,202-5.4%

$5,983-17.8%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

ANDERSON & BRAULT, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANDERSON & BRAULT, PLLC 401(K) PLAN

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