Retirement plan

DEISCH AND MARION P C 401 K PROFIT SHARING PLAN TRUST

Name: DEISCH AND MARION P C - DEISCH AND MARION P C 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: DEISCH AND MARION P C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEISCH AND MARION P C 401 K PROFIT SHARING PLAN TRUST, DEISCH AND MARION P C

DEISCH AND MARION P CEIN 84-0631413Plan #001PY 2018

851 CLARKSON ST - DENVER, CO 802183205303-837-1122LinkedIn1-10 employeeslegal services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.5M

-2.6% from 2017

Total participants

0.0% from 2017

Average account balance

$353,577

-2.6% from 2017

Annual return

-4.91%

-32.64 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

$6.11M

Not enough data

1 years with asset history on file

Average account balance

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

$764K

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

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7915

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 codes2E2T3D2G2J2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$18K

$2247 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.726%

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

$353,577

$138,072+156.1%

$123,549+186.2%

$135,382+161.2%

Participation rate

87.5%

84.7%+2.8pp

82.3%+5.2pp

82.6%+4.9pp

Annual return

-4.91%

153.69%-158.6pp

119.20%-124.1pp

519.77%-524.7pp

Employer contribution / active EE

$1,650

$5,152-68.0%

$4,628-64.4%

$4,779-65.5%

Participant deferral / active EE

$7,289

$6,799+7.2%

$6,426+13.4%

$5,609+30.0%

Admin fee / account holder

$2,568

$10,917-76.5%

$9,284-72.3%

$10,829-76.3%

DEISCH AND MARION P C 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEISCH AND MARION P C 401 K PROFIT SHARING PLAN TRUST

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