Retirement plan

DAWSON LAW GROUP, P. C. 401(K) PROFIT SHARING PLAN

Name: DAWSON LAW GROUP, P.C. - DAWSON LAW GROUP, P. C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DAWSON LAW GROUP, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAWSON LAW GROUP, P. C. 401(K) PROFIT SHARING PLAN, DAWSON LAW GROUP, P.C.

DAWSON LAW GROUP, P.C.EIN 93-0792837Plan #002PY 2019

5695 HOOD STREET - WEST LINN, OR 97068503-866-0170dawlaw.netLinkedIn1-10 employeeslegal services

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+31.8% from 2018

Total participants

-14.3% from 2018

Average account balance

$305,691

+31.8% from 2018

Annual return

25.58%

+33.73 pp from 2018

Benchmarks

See 7,792 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,792 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.13M

Not enough data

1 years with asset history on file

Average account balance

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

$825K

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

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+16.04%

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

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 codes2E3D2G2J2F2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$305,691

$117,381+160.4%

$99,443+207.4%

$152,861+100.0%

Participation rate

100.0%

77.5%+22.5pp

73.8%+26.2pp

82.4%+17.6pp

Annual return

25.58%

31.87%-6.3pp

30.72%-5.1pp

345.32%-319.7pp

Employer contribution / active EE

$4,404

$3,013+46.2%

$2,540+73.4%

$4,762-7.5%

Participant deferral / active EE

$17,285

$4,086+323.0%

$3,619+377.6%

$5,850+195.5%

Admin fee / account holder

$7,631-100.0%

$6,250-100.0%

$11,596-100.0%

DAWSON LAW GROUP, P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAWSON LAW GROUP, P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion