Retirement plan

JOSEPH W. ROBB, A PROFESSIONAL CORPORATION RETIREMENT TRUST

Name: JOSEPH W. ROBB, A PROFESSIONAL CORPORATION - JOSEPH W. ROBB, A PROFESSIONAL CORPORATION RETIREMENT TRUST (2018) Form 5500
Creator: JOSEPH W. ROBB, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOSEPH W. ROBB, A PROFESSIONAL CORPORATION RETIREMENT TRUST, JOSEPH W. ROBB, A PROFESSIONAL CORPORATION

JOSEPH W. ROBB, A PROFESSIONAL CORPORATIONEIN 94-2169845Plan #001PY 2018

591 REDWOOD HIGHWAY, SUITE 2250 - MILL VALLEY, CA 94941415-332-3831LinkedIn1-10 employeeslegal services

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.3M

+61.3% from 2017

Total participants

0.0% from 2017

Average account balance

$212,575

+34.4% from 2017

Annual return

55.24%

+48.18 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.31M

Not enough data

1 years with asset history on file

Average account balance

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

$552K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.09%

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$500

$83 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.039%

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

$212,575

$138,072+54.0%

$123,549+72.1%

$135,382+57.0%

Participation rate

83.3%

84.7%-1.4pp

82.3%+1.0pp

82.6%+0.7pp

Annual return

55.24%

153.69%-98.5pp

119.20%-64.0pp

519.77%-464.5pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$8,083

$6,799+18.9%

$6,426+25.8%

$5,609+44.1%

Admin fee / account holder

$83

$10,917-99.2%

$9,284-99.1%

$10,829-99.2%

JOSEPH W. ROBB, A PROFESSIONAL CORPORATION RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOSEPH W. ROBB, A PROFESSIONAL CORPORATION RETIREMENT 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