Retirement plan

BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN

Name: BUILDING BLOCKS LEARNING CENTER, LLC - BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$504K

+52.9% from 2016

Total participants

+30.0% from 2016

Average account balance

$20,990

+8.3% from 2016

Annual return

18.88%

+11.82 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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.

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

$20,990

$73,518-71.4%

$63,003-66.7%

$147,585-85.8%

Participation rate

91.3%

77.9%+13.4pp

74.8%+16.5pp

82.8%+8.5pp

Annual return

18.88%

175.46%-156.6pp

87.59%-68.7pp

578.57%-559.7pp

Employer contribution / active EE

$1,332

$3,322-59.9%

$2,760-51.8%

$4,876-72.7%

Participant deferral / active EE

$3,539

$4,183-15.4%

$3,329+6.3%

$5,439-34.9%

Admin fee / account holder

$5,952-100.0%

$3,600-100.0%

$10,885-100.0%

BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BUILDING BLOCKS LEARNING CENTER, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion