Retirement plan

BLUE RIVER MINERALS, LLC SAFE HABROR 401K PROFIT SHARING PLAN

Name: BLUE RIVER MINERALS, LLC - BLUE RIVER MINERALS, LLC SAFE HABROR 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: BLUE RIVER MINERALS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE RIVER MINERALS, LLC SAFE HABROR 401K PROFIT SHARING PLAN, BLUE RIVER MINERALS, LLC

BLUE RIVER MINERALS, LLCEIN 03-0609639Plan #001PY 2015

P.O. BOX 1053 - ARDMORE, OK 73402580-223-0291LinkedIn1-10 employeesoil & energy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$389K

No prior year

Total participants

No prior year

Average account balance

$77,890

No prior year

Annual return

-3.04%

No prior year

Benchmarks

See 1,927 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,927 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$619K

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56792

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 codes2E2F2J2R3B3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$150

$30 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.039%

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

$77,890

$112,300-30.6%

$90,223-13.7%

$125,389-37.9%

Participation rate

100.0%

82.9%+17.1pp

79.0%+21.0pp

83.2%+16.8pp

Annual return

-3.04%

-0.57%-2.5pp

1.31%-4.3pp

282.24%-285.3pp

Employer contribution / active EE

$7,550

$5,181+45.7%

$4,378+72.4%

$4,866+55.2%

Participant deferral / active EE

$15,600

$6,733+131.7%

$5,792+169.3%

$5,352+191.5%

Admin fee / account holder

$30

$10,990-99.7%

$7,406-99.6%

$9,541-99.7%

BLUE RIVER MINERALS, LLC SAFE HABROR 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE RIVER MINERALS, LLC SAFE HABROR 401K 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