Retirement plan

BRICKBOTTOM CONDO TRUST 401K PLAN U/A/D/ 4/1/1999

Name: BRICKBOTTOM CONDO TRUST - BRICKBOTTOM CONDO TRUST 401K PLAN U/A/D/ 4/1/1999 (2015) Form 5500
Creator: BRICKBOTTOM CONDO TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRICKBOTTOM CONDO TRUST 401K PLAN U/A/D/ 4/1/1999, BRICKBOTTOM CONDO TRUST

BRICKBOTTOM CONDO TRUSTEIN 04-3046472Plan #001PY 2015

1 FITCHBURG STREET C125 - SOMERVILLE, MA 021432129617-776-3333

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$193K

No prior year

Total participants

No prior year

Average account balance

$38,585

No prior year

Annual return

-0.64%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$725K

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18630

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 codes2G2J3D

Plan features

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

1 tripped

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

$227K

$56850 / participant

Other / not subdivided$227K100.0%

% of EOY assets

117.869%

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

$38,585

$197,819-80.5%

$155,789-75.2%

$125,389-69.2%

Participation rate

100.0%

82.1%+17.9pp

76.1%+23.9pp

83.2%+16.8pp

Annual return

-0.64%

86.73%-87.4pp

71.54%-72.2pp

282.24%-282.9pp

Employer contribution / active EE

$4,107

$4,850-15.3%

$3,839+7.0%

$4,866-15.6%

Participant deferral / active EE

$7,265

$5,631+29.0%

$4,798+51.4%

$5,352+35.7%

Admin fee / account holder

$45,480

$9,544+376.5%

$7,477+508.3%

$9,541+376.7%

BRICKBOTTOM CONDO TRUST 401K PLAN U/A/D/ 4/1/1999

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRICKBOTTOM CONDO TRUST 401K PLAN U/A/D/ 4/1/1999

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