Retirement plan

JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST

Name: JOHNSON & SHUTE, P.S. - JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: JOHNSON & SHUTE, P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST, JOHNSON & SHUTE, P.S.

JOHNSON & SHUTE, P.S.EIN 91-1394728Plan #001PY 2017

11130 NE 33RD PL, SUITE 102 - BELLEVUE, WA 98004425-827-5755johnsonandshute.comLinkedIn11-50 employeesaccounting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.8M

-16.2% from 2016

Total participants

+28.6% from 2016

Average account balance

$102,676

-34.8% from 2016

Annual return

9.44%

-0.66 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.74M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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

$336K

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

+13.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$744

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 codes2E2G2J

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$71357 / participant

Other / not subdivided$1M100.0%

% of EOY assets

41.184%

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

$102,676

$150,446-31.8%

$136,297-24.7%

$147,585-30.4%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

9.44%

1049.14%-1039.7pp

5156.19%-5146.8pp

578.58%-569.1pp

Employer contribution / active EE

$4,307

$5,256-18.1%

$4,696-8.3%

$4,876-11.7%

Participant deferral / active EE

$13,991

$6,631+111.0%

$6,247+123.9%

$5,439+157.2%

Admin fee / account holder

$42,286

$10,906+287.7%

$9,244+357.4%

$10,886+288.5%

JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST

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