Retirement plan

KRUTCH LINDELL BINGHAM JONES, PS 401K PROFIT SHARING PLAN

Name: KRUTCH LINDELL BINGHAM JONES, P.S. - KRUTCH LINDELL BINGHAM JONES, PS 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: KRUTCH LINDELL BINGHAM JONES, P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRUTCH LINDELL BINGHAM JONES, PS 401K PROFIT SHARING PLAN, KRUTCH LINDELL BINGHAM JONES, P.S.

KRUTCH LINDELL BINGHAM JONES, P.S.EIN 91-0905322Plan #002PY 2017

600 UNIVERSITY STREET, SUITE 1701 - SEATTLE, WA 98101206-682-1505krutchlindell.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+16.9% from 2015

Total participants

No prior year

Average account balance

$241,301

No prior year

Annual return

14.00%

-1.27 pp from 2015

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$279K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+16.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6742

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 codes2E2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$108K

$27123 / participant

Other / not subdivided$108K100.0%

% of EOY assets

8.992%

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

$241,301

$150,447+60.4%

$136,298+77.0%

$147,586+63.5%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

14.00%

1049.15%-1035.2pp

5156.27%-5142.3pp

578.59%-564.6pp

Employer contribution / active EE

$2,500

$5,256-52.4%

$4,696-46.8%

$4,876-48.7%

Participant deferral / active EE

$8,380

$6,631+26.4%

$6,247+34.1%

$5,439+54.1%

Admin fee / account holder

$21,698

$10,906+99.0%

$9,244+134.7%

$10,886+99.3%

KRUTCH LINDELL BINGHAM JONES, PS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRUTCH LINDELL BINGHAM JONES, PS 401K 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