Retirement plan

ALI REZA MIRHOSSEINI 401(K) PLAN

Name: MIRHOSSEINI LAW GROUP - ALI REZA MIRHOSSEINI 401(K) PLAN (2021) Form 5500
Creator: MIRHOSSEINI LAW GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALI REZA MIRHOSSEINI 401(K) PLAN, MIRHOSSEINI LAW GROUP

MIRHOSSEINI LAW GROUPEIN 84-2862973Plan #002PY 2021

1502 N BROADWAY - SANTA ANA, CA 927063907714-560-9100

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$229K

+28.3% from 2020

Total participants

+33.3% from 2020

Average account balance

$57,162

-3.8% from 2020

Annual return

0.04%

-0.38 pp from 2020

Benchmarks

See 126,087 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,087 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$320K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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

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

-5.95%

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 codes2J

Plan features

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$57,162

$176,120-67.5%

$159,487-64.2%

$167,553-65.9%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

0.04%

331.95%-331.9pp

263.71%-263.7pp

478.89%-478.9pp

Employer contribution / active EE

$1,604

$5,299-69.7%

$4,831-66.8%

$4,840-66.9%

Participant deferral / active EE

$15,167

$7,752+95.7%

$7,354+106.2%

$6,343+139.1%

Admin fee / account holder

$12,561-100.0%

$10,804-100.0%

$12,316-100.0%

ALI REZA MIRHOSSEINI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALI REZA MIRHOSSEINI 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