Retirement plan

BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN

Name: BUILDING BLOCKS LEARNING CENTER, LLC - BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN (2016) Form 5500
Creator: BUILDING BLOCKS LEARNING CENTER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN, BUILDING BLOCKS LEARNING CENTER, LLC

BUILDING BLOCKS LEARNING CENTER, LLCEIN 02-0713487Plan #001PY 2016

19 ROBINSON ROAD - CLINTON, NY 13323315-853-6090LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$330K

+58.0% from 2015

Total participants

+11.1% from 2015

Average account balance

$19,384

+39.4% from 2015

Annual return

7.05%

+13.71 pp from 2015

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.22M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

106.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$195K

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

+15.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$757

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 codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$249 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.434%

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

$19,384

$65,712-70.5%

$57,196-66.1%

$273,972-92.9%

Participation rate

84.2%

78.3%+5.9pp

75.3%+8.9pp

83.0%+1.2pp

Annual return

7.05%

22.01%-15.0pp

14.59%-7.5pp

41.46%-34.4pp

Employer contribution / active EE

$1,562

$3,280-52.4%

$2,683-41.8%

$4,869-67.9%

Participant deferral / active EE

$4,277

$3,782+13.1%

$3,096+38.1%

$5,287-19.1%

Admin fee / account holder

$278

$4,838-94.3%

$3,141-91.2%

$10,133-97.3%

BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUILDING BLOCKS LEARNING CENTER, LLC 401K 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