Retirement plan

RUMLER TARBOX LYDEN LAW CORPORATION, P. C. PROFIT SHARING PLAN

Name: RUMLER TARBOX LYDEN LAW CORPORATION, P. C. - RUMLER TARBOX LYDEN LAW CORPORATION, P. C. PROFIT SHARING PLAN (2022) Form 5500
Creator: RUMLER TARBOX LYDEN LAW CORPORATION, P. C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUMLER TARBOX LYDEN LAW CORPORATION, P. C. PROFIT SHARING PLAN, RUMLER TARBOX LYDEN LAW CORPORATION, P. C.

RUMLER TARBOX LYDEN LAW CORPORATION, P. C.EIN 84-1147658Plan #001PY 2022

1777 SOUTH HARRISON, SUITE 1250 - DENVER, CO 80210303-333-7733LinkedIn11-50 employeeslegal services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.8M

-11.3% from 2021

Total participants

-11.1% from 2021

Average account balance

$345,442

-0.2% from 2021

Annual return

-14.73%

-25.64 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.53%

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$20K

$2799 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.709%

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

$345,442

$138,102+150.1%

$125,381+175.5%

$134,532+156.8%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-14.73%

750.73%-765.5pp

572.31%-587.0pp

418.27%-433.0pp

Employer contribution / active EE

$3,087

$5,245-41.2%

$4,815-35.9%

$4,741-34.9%

Participant deferral / active EE

$12,366

$7,801+58.5%

$7,448+66.0%

$6,401+93.2%

Admin fee / account holder

$2,449

$11,568-78.8%

$10,007-75.5%

$11,429-78.6%

RUMLER TARBOX LYDEN LAW CORPORATION, P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUMLER TARBOX LYDEN LAW CORPORATION, P. C. 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