Retirement plan

830 PARTNERS L L C 401(K) PROFIT SHARING PLAN & TRUST

Name: 830 PARTNERS L L C - 830 PARTNERS L L C 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: 830 PARTNERS L L C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 830 PARTNERS L L C 401(K) PROFIT SHARING PLAN & TRUST, 830 PARTNERS L L C

830 PARTNERS L L CEIN 01-0848323Plan #001PY 2019

27 WATERFORD DR - BORDENTOWN, NJ 085053170877-594-6300

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+39.5% from 2018

Total participants

0.0% from 2018

Average account balance

$146,606

+39.5% from 2018

Annual return

27.91%

+37.16 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$344

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 codes2E2F2G2J2T3D

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.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$1564 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.960%

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

$146,606

$103,008+42.3%

$90,304+62.3%

$152,897-4.1%

Participation rate

88.9%

75.9%+13.0pp

73.3%+15.6pp

82.5%+6.4pp

Annual return

27.91%

95.22%-67.3pp

78.13%-50.2pp

345.43%-317.5pp

Employer contribution / active EE

$5,112

$3,139+62.8%

$2,855+79.1%

$4,764+7.3%

Participant deferral / active EE

$9,981

$4,281+133.1%

$3,885+156.9%

$5,851+70.6%

Admin fee / account holder

$1,408

$6,175-77.2%

$5,354-73.7%

$11,599-87.9%

830 PARTNERS L L C 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

830 PARTNERS L L C 401(K) PROFIT SHARING PLAN & 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