Retirement plan

OREGON TRIAL LAWYERS ASSOCIATION SAVINGS & RETIREMENT PLAN

Name: OREGON TRIAL LAWYERS ASSOCIATION - OREGON TRIAL LAWYERS ASSOCIATION SAVINGS & RETIREMENT PLAN (2020) Form 5500
Creator: OREGON TRIAL LAWYERS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON TRIAL LAWYERS ASSOCIATION SAVINGS & RETIREMENT PLAN, OREGON TRIAL LAWYERS ASSOCIATION

OREGON TRIAL LAWYERS ASSOCIATIONEIN 93-0605471Plan #001PY 2020

812 SW WASHINGTON STREET, SUITE 900 - PORTLAND, OR 97205503-223-5587oregontriallawyers.orgLinkedIn1-10 employeeslegal services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+32.0% from 2019

Total participants

-10.0% from 2019

Average account balance

$123,505

+46.6% from 2019

Annual return

17.77%

-3.91 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+18.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2067

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 codes3D2E2F2G2J2R

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

1 tripped

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

$100

$11 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.009%

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

$123,505

$165,399-25.3%

$149,745-17.5%

$158,982-22.3%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

17.77%

348.34%-330.6pp

276.72%-259.0pp

302.99%-285.2pp

Employer contribution / active EE

$7,217

$5,105+41.4%

$4,646+55.3%

$4,763+51.5%

Participant deferral / active EE

$6,070

$7,183-15.5%

$6,843-11.3%

$5,983+1.4%

Admin fee / account holder

$11

$10,811-99.9%

$9,312-99.9%

$11,252-99.9%

OREGON TRIAL LAWYERS ASSOCIATION SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON TRIAL LAWYERS ASSOCIATION SAVINGS & RETIREMENT 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