Retirement plan

JUDITH GOODE MORAN, PS 401(K) PROFIT SHARING PLAN

Name: MORAN & WOO PS FKA JUDITH GOODE MORAN, PS - JUDITH GOODE MORAN, PS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MORAN & WOO PS FKA JUDITH GOODE MORAN, PS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUDITH GOODE MORAN, PS 401(K) PROFIT SHARING PLAN, MORAN & WOO PS FKA JUDITH GOODE MORAN, PS

MORAN & WOO PS FKA JUDITH GOODE MORAN, PSEIN 91-1297040Plan #001PY 2017

15 S. GRADY WAY, SUITE 628 - RENTON, WA 98057425-455-4494morancpa.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$414K

+6.1% from 2016

Total participants

-75.0% from 2016

Average account balance

$138,025

+41.5% from 2016

Annual return

13.74%

+6.18 pp from 2016

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

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$327K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+21.86%

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 codes2E2F2J3D

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).
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

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

$47K

$47022 / participant

Other / not subdivided$47K100.0%

% of EOY assets

11.356%

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

$138,025

$150,447-8.3%

$136,298+1.3%

$147,586-6.5%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

13.74%

1049.15%-1035.4pp

5156.27%-5142.5pp

578.59%-564.9pp

Employer contribution / active EE

$6,177

$5,256+17.5%

$4,696+31.5%

$4,876+26.7%

Participant deferral / active EE

$11,010

$6,631+66.0%

$6,247+76.2%

$5,439+102.4%

Admin fee / account holder

$15,674

$10,906+43.7%

$9,244+69.6%

$10,886+44.0%

JUDITH GOODE MORAN, PS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUDITH GOODE MORAN, PS 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