Retirement plan

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN

Name: JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP - JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN (2019) Form 5500
Creator: JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN, JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLPEIN 95-3107705Plan #002PY 2019

601 SOUTH FIGUEROA STREET,, SUITE 3460 - LOS ANGELES, CA 90017213-485-1555jonesbell.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$2.4M

+12.9% from 2018

Total participants

+10.7% from 2018

Average account balance

$87,250

+8.9% from 2018

Annual return

16.04%

+22.29 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.40M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11787

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 codes2E2G2J3D3B2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

2 tripped

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

$209K

$14915 / participant

Other / not subdivided$209K100.0%

% of EOY assets

8.547%

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

$87,250

$157,304-44.5%

$141,197-38.2%

$152,909-42.9%

Participation rate

78.6%

84.8%-6.3pp

82.5%-3.9pp

Annual return

16.04%

64.34%-48.3pp

71.41%-55.4pp

345.46%-329.4pp

Employer contribution / active EE

$8,689

$5,263+65.1%

$4,736+83.5%

$4,764+82.4%

Participant deferral / active EE

$1,390

$7,111-80.5%

$6,710-79.3%

$5,851-76.2%

Admin fee / account holder

$7,458

$12,126-38.5%

$10,265-27.3%

$11,601-35.7%

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) 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