Retirement plan

HUMPHREY & PETERSEN PC PROFIT SHARING PLAN & TRUST AGREEMENT

Name: HUMPHREY & PETERSEN PC - HUMPHREY & PETERSEN PC PROFIT SHARING PLAN & TRUST AGREEMENT (2016) Form 5500
Creator: HUMPHREY & PETERSEN PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMPHREY & PETERSEN PC PROFIT SHARING PLAN & TRUST AGREEMENT, HUMPHREY & PETERSEN PC

HUMPHREY & PETERSEN PCEIN 86-1011764Plan #001PY 2016

3861 E THIRD STREET - TUCSON, AZ 85716520-795-1900humphreyandpetersen.comLinkedIn11-50 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+11.5% from 2015

Total participants

-15.4% from 2015

Average account balance

$290,740

+31.8% from 2015

Annual return

10.02%

-0.74 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.32M

Not enough data

1 years with asset history on file

Average account balance

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

$790K

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

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+5.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35000

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$219 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.075%

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

$290,740

$135,956+113.8%

$123,894+134.7%

$273,972+6.1%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

10.02%

56.63%-46.6pp

47.52%-37.5pp

41.46%-31.4pp

Employer contribution / active EE

$1,772

$5,170-65.7%

$4,617-61.6%

$4,869-63.6%

Participant deferral / active EE

$2,291

$6,343-63.9%

$5,984-61.7%

$5,287-56.7%

Admin fee / account holder

$219

$9,817-97.8%

$8,357-97.4%

$10,133-97.8%

HUMPHREY & PETERSEN PC PROFIT SHARING PLAN & TRUST AGREEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMPHREY & PETERSEN PC PROFIT SHARING PLAN & TRUST AGREEMENT

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