Retirement plan

STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN

Name: STOLL STOLL BERNE LOKTING & SHLACHTER, PC - STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN (2020) Form 5500
Creator: STOLL STOLL BERNE LOKTING & SHLACHTER, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN, STOLL STOLL BERNE LOKTING & SHLACHTER, PC

STOLL STOLL BERNE LOKTING & SHLACHTER, PCEIN 93-0731818Plan #002PY 2020

209 SW OAK STREET, SUITE 500 - PORTLAND, OR 972042740503-227-1600ssbls.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.9M

+17.2% from 2019

Total participants

+12.8% from 2019

Average account balance

$204,791

+3.9% from 2019

Annual return

13.83%

-3.76 pp from 2019

Benchmarks

See 26,426 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,426 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$12.10M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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

$538K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63529

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G2J3D2F

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.
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

$399K

$10498 / participant

Other / not subdivided$399K100.0%

% of EOY assets

3.675%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$204,791

$98,750+107.4%

$149,696+36.8%

$79,858+156.4%

Participation rate

100.0%

75.8%+24.2pp

82.5%+17.5pp

69.6%+30.4pp

Annual return

13.83%

27.43%-13.6pp

276.60%-262.8pp

31.71%-17.9pp

Employer contribution / active EE

$4,638

$3,216+44.2%

$4,644-0.1%

$2,471+87.7%

Participant deferral / active EE

$13,983

$5,680+146.2%

$6,842+104.4%

$3,740+273.9%

Admin fee / account holder

$7,527

$6,053+24.4%

$9,309-19.1%

$5,306+41.8%

STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' 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