Retirement plan

CLARKE WHITNEY PS CERTIFIED PUBLIC ACCOUNTS 401K PLAN & TRUST

Name: CLARKE WHITNEY - CLARKE WHITNEY PS CERTIFIED PUBLIC ACCOUNTS 401K PLAN & TRUST (2020) Form 5500
Creator: CLARKE WHITNEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLARKE WHITNEY PS CERTIFIED PUBLIC ACCOUNTS 401K PLAN & TRUST, CLARKE WHITNEY

CLARKE WHITNEYEIN 91-1471050Plan #001PY 2020

610 WARREN AVE - BREMERTON, WA 983371553360-377-4496LinkedIn1-10 employeesaccounting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+25.0% from 2019

Total participants

-42.9% from 2019

Average account balance

$363,171

+118.8% from 2019

Annual return

18.36%

-8.29 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9112

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 codes2G2J

Plan features

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$50

$13 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.003%

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

$363,171

$165,381+119.6%

$149,730+142.6%

$158,966+128.5%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

18.36%

348.29%-329.9pp

276.70%-258.3pp

302.95%-284.6pp

Employer contribution / active EE

$4,173

$5,104-18.3%

$4,645-10.2%

$4,762-12.4%

Participant deferral / active EE

$15,121

$7,182+110.5%

$6,843+121.0%

$5,983+152.7%

Admin fee / account holder

$13

$10,809-99.9%

$9,310-99.9%

$11,250-99.9%

CLARKE WHITNEY PS CERTIFIED PUBLIC ACCOUNTS 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLARKE WHITNEY PS CERTIFIED PUBLIC ACCOUNTS 401K PLAN & 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