Retirement plan

SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN

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

SINGERLEWAK LLPEIN 95-2302617Plan #001PY 2015

10960 WILSHIRE BLVD 7TH FLOOR - LOS ANGELES, CA 90024310-477-3924singerlewak.comLinkedIn201-500 employeesaccounting

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$21.7M

No prior year

Total participants

358

No prior year

Average account balance

$75,764

No prior year

Annual return

239.90%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$92.48M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

622

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.

92.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.92M

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CMC INTERACTIVE, LLC1+ years Filed as: CMC INTERACTIVE LLC Service code 15 · EIN 13-4180091 75 BROAD STREET · NEW YORK, NY 10004	Recordkeeping	$43,579
ACCOUNTANTS ASSET MANAGEMENT1+ years Service code 15 2596 ROUNSEVEL TERRACE · LAGUNA BEACH, CA 92651	Recordkeeping	$15,010
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3B3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$34K

$146 / participant

Contract admin$34K100.0%

% of EOY assets

0.155%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PETRINOVICH PUGH & CO LLP
Auditor EIN: 941668792
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,764

$70,002+8.2%

$115,037-34.1%

$52,331+44.8%

Participation rate

69.1%

72.1%-3.0pp

81.4%-12.2pp

68.1%+1.0pp

Annual return

239.90%

4.04%+235.9pp

26.14%+213.8pp

4.54%+235.4pp

Employer contribution / active EE

$465

$2,715-82.9%

$4,608-89.9%

$1,882-75.3%

Participant deferral / active EE

$5,867

$4,920+19.2%

$6,026-2.6%

$3,022+94.1%

Admin fee / account holder

$117

$566-79.3%

$8,175-98.6%

$592-80.2%

Provider

Service type

Compensation

CMC INTERACTIVE, LLC1+ years

Filed as: CMC INTERACTIVE LLC

Service code 15 · EIN 13-4180091

75 BROAD STREET · NEW YORK, NY 10004

Recordkeeping

$43,579

ACCOUNTANTS ASSET MANAGEMENT1+ years

Service code 15

2596 ROUNSEVEL TERRACE · LAGUNA BEACH, CA 92651

Recordkeeping

$15,010

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SINGERLEWAK LLP 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