Retirement plan

NEAL MARTIN AND ASSOCIATES 401(K) PLAN

Name: NEAL MARTIN AND ASSOCIATES - NEAL MARTIN AND ASSOCIATES 401(K) PLAN (2015) Form 5500
Creator: NEAL MARTIN AND ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEAL MARTIN AND ASSOCIATES 401(K) PLAN, NEAL MARTIN AND ASSOCIATES

NEAL MARTIN AND ASSOCIATESEIN 94-3154294Plan #001PY 2015

751 LAUREL STREET, SUITE 622 - SAN CARLOS, CA 94070650-654-6622goodcityco.comLinkedIn11-50 employeesgovernment administration

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$860K

No prior year

Total participants

No prior year

Average account balance

$171,944

No prior year

Annual return

3.29%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.27M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

209.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+20.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80

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 codes2E2F2G2J2R3D

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).

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

$171,944

$84,518+103.4%

$67,704+154.0%

$125,388+37.1%

Participation rate

100.0%

74.8%+25.2pp

67.5%+32.5pp

83.2%+16.8pp

Annual return

3.29%

2.57%+0.7pp

25.41%-22.1pp

282.24%-278.9pp

Employer contribution / active EE

$10,388

$3,292+215.5%

$2,559+305.9%

$4,866+113.5%

Participant deferral / active EE

$4,583

$4,430+3.5%

$3,585+27.8%

$5,352-14.4%

Admin fee / account holder

$5,340-100.0%

$4,255-100.0%

$9,541-100.0%

NEAL MARTIN AND ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEAL MARTIN AND ASSOCIATES 401(K) 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