Retirement plan

DONALD HARTMAN CPA PC 401(K) PLAN

Name: DONALD HARTMAN CPA PC - DONALD HARTMAN CPA PC 401(K) PLAN (2019) Form 5500
Creator: DONALD HARTMAN CPA PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONALD HARTMAN CPA PC 401(K) PLAN, DONALD HARTMAN CPA PC

DONALD HARTMAN CPA PCEIN 86-0976604Plan #001PY 2019

7229 N THORNYDALE RD STE 117 - TUCSON, AZ 857412086520-579-2156

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$152K

+25.6% from 2018

Total participants

0.0% from 2018

Average account balance

$30,402

+25.6% from 2018

Annual return

23.76%

+31.61 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$226K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+20.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15963

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 codes2G2J2R

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$24K

$4799 / participant

Other / not subdivided$24K100.0%

% of EOY assets

15.784%

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

$30,402

$157,296-80.7%

$141,191-78.5%

$152,897-80.1%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

23.76%

64.34%-40.6pp

71.41%-47.6pp

345.43%-321.7pp

Employer contribution / active EE

$1,537

$5,262-70.8%

$4,736-67.6%

$4,764-67.7%

Participant deferral / active EE

$3,684

$7,111-48.2%

$6,710-45.1%

$5,851-37.0%

Admin fee / account holder

$4,799

$12,125-60.4%

$10,264-53.2%

$11,599-58.6%

DONALD HARTMAN CPA PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONALD HARTMAN CPA PC 401(K) 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