Retirement plan

GUICHARD, TENG & PORTELLO, APC 401(K) PROFIT SHARING PLAN

Name: GUICHARD, TENG & PORTELLO, APC - GUICHARD, TENG & PORTELLO, APC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: GUICHARD, TENG & PORTELLO, APC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUICHARD, TENG & PORTELLO, APC 401(K) PROFIT SHARING PLAN, GUICHARD, TENG & PORTELLO, APC

GUICHARD, TENG & PORTELLO, APCEIN 94-3308450Plan #001PY 2015

101 YGNACIO VALLEY RD., STE. 112 - WALNUT CREEK, CA 94596925-459-8440gtplawyers.comLinkedIn1-10 employeeslegal services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$987K

No prior year

Total participants

No prior year

Average account balance

$54,819

No prior year

Annual return

-7.92%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$440K

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+22.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$192635

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$716

$40 / participant

Other / not subdivided$716100.0%

% of EOY assets

0.073%

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

$54,819

$127,387-57.0%

$115,038-52.3%

$125,389-56.3%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-7.92%

31.28%-39.2pp

26.14%-34.1pp

282.24%-290.2pp

Employer contribution / active EE

$1,685

$5,166-67.4%

$4,608-63.4%

$4,866-65.4%

Participant deferral / active EE

$4,612

$6,423-28.2%

$6,026-23.5%

$5,352-13.8%

Admin fee / account holder

$40

$9,516-99.6%

$8,175-99.5%

$9,541-99.6%

GUICHARD, TENG & PORTELLO, APC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUICHARD, TENG & PORTELLO, APC 401(K) 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