Retirement plan

ANDERSON & LOPEZ 401(K)

Name: ANDERSON & LOPEZ, A PROFESSIONAL CORPORATION - ANDERSON & LOPEZ 401(K) (2017) Form 5500
Creator: ANDERSON & LOPEZ, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON & LOPEZ 401(K), ANDERSON & LOPEZ, A PROFESSIONAL CORPORATION

ANDERSON & LOPEZ, A PROFESSIONAL CORPORATIONEIN 84-1387680Plan #002PY 2017

4905 N UNION BLVD, SUITE 302 - COLORADO SPRINGS, CO 809184059719-471-1818

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$107K

No prior year

Total participants

No prior year

Average account balance

$17,800

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+13.94%

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 codes2E2F2G2J2T3D

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$17,800

$150,442-88.2%

$136,295-86.9%

$147,585-87.9%

Participation rate

85.7%

84.4%+1.3pp

81.9%+3.8pp

82.8%+2.9pp

Annual return

0.00%

1049.09%-1049.1pp

5155.97%-5156.0pp

578.56%-578.6pp

Employer contribution / active EE

$1,602

$5,256-69.5%

$4,695-65.9%

$4,876-67.1%

Participant deferral / active EE

$6,901

$6,630+4.1%

$6,247+10.5%

$5,439+26.9%

Admin fee / account holder

$10,905-100.0%

$9,243-100.0%

$10,885-100.0%

ANDERSON & LOPEZ 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANDERSON & LOPEZ 401(K)

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