Retirement plan

SKWKM 401(K) PROFIT SHARING PLAN

Name: STRITMATTER KESSLER WHELAN KOEHLER MOORE - SKWKM 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: STRITMATTER KESSLER WHELAN KOEHLER MOORE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SKWKM 401(K) PROFIT SHARING PLAN, STRITMATTER KESSLER WHELAN KOEHLER MOORE

STRITMATTER KESSLER WHELAN KOEHLER MOOREEIN 91-0904640Plan #001PY 2017

3600 15TH AVE W, SUITE 300 - SEATTLE, WA 981191330206-448-1777LinkedIn11-50 employeeslegal services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.4M

-1.2% from 2016

Total participants

-3.2% from 2016

Average account balance

$347,615

+2.1% from 2016

Annual return

17.01%

+10.66 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.90M

Not enough data

1 years with asset history on file

Average account balance

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

$439K

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.

148.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$824K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+10.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15977

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

$2.4M

$91519 / participant

Other / not subdivided$2M100.0%

% of EOY assets

22.817%

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

$347,615

$85,766+305.3%

$136,298+155.0%

$70,126+395.7%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

17.01%

31.46%-14.4pp

5156.27%-5139.3pp

73.15%-56.1pp

Employer contribution / active EE

$13,569

$2,966+357.5%

$4,696+189.0%

$2,343+479.2%

Participant deferral / active EE

$3,386

$5,051-33.0%

$6,247-45.8%

$3,332+1.6%

Admin fee / account holder

$79,317

$5,421+1363.2%

$9,244+758.0%

$4,645+1607.4%

SKWKM 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKWKM 401(K) 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