Retirement plan

ALDRICH EIKE, PC 401K PROFIT SHARING PLAN

Name: ALDRICH EIKE, PC. - ALDRICH EIKE, PC 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: ALDRICH EIKE, PC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALDRICH EIKE, PC 401K PROFIT SHARING PLAN, ALDRICH EIKE, PC.

ALDRICH EIKE, PC.EIN 93-1302829Plan #001PY 2017

319 SW WASHINGTON ST STE 1200 - PORTLAND, OR 972042613503-226-7045aldrichgoldstein.comLinkedIn1-10 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+27.6% from 2016

Total participants

0.0% from 2016

Average account balance

$160,381

+27.6% from 2016

Annual return

17.87%

+10.33 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.19M

Not enough data

1 years with asset history on file

Average account balance

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

$598K

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

$228K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+16.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3754

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$11K

$736 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.459%

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

$160,381

$150,442+6.6%

$136,295+17.7%

$147,585+8.7%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

17.87%

1049.09%-1031.2pp

5155.97%-5138.1pp

578.56%-560.7pp

Employer contribution / active EE

$8,878

$5,256+68.9%

$4,695+89.1%

$4,876+82.1%

Participant deferral / active EE

$4,123

$6,630-37.8%

$6,247-34.0%

$5,439-24.2%

Admin fee / account holder

$736

$10,905-93.3%

$9,243-92.0%

$10,885-93.2%

ALDRICH EIKE, PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALDRICH EIKE, PC 401K 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