Retirement plan

BRICKBOTTOM CONDO TRUST 401(K) PLAN U/A/D 04/1/1999

Name: BRICKBOTTOM CONDO TRUST - BRICKBOTTOM CONDO TRUST 401(K) PLAN U/A/D 04/1/1999 (2018) Form 5500
Creator: BRICKBOTTOM CONDO TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRICKBOTTOM CONDO TRUST 401(K) PLAN U/A/D 04/1/1999, BRICKBOTTOM CONDO TRUST

BRICKBOTTOM CONDO TRUSTEIN 04-3046472Plan #001PY 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$371K

+18.1% from 2017

Total participants

0.0% from 2017

Average account balance

$92,670

+18.1% from 2017

Annual return

-3.19%

-15.19 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

$12K

$3000 / participant

Other / not subdivided$12K100.0%

% of EOY assets

3.237%

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

$92,670

$211,946-56.3%

$169,452-45.3%

$135,380-31.5%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-3.19%

3.26%-6.5pp

1.83%-5.0pp

519.81%-523.0pp

Employer contribution / active EE

$4,721

$5,117-7.7%

$4,157+13.6%

$4,779-1.2%

Participant deferral / active EE

$14,971

$6,075+146.4%

$5,277+183.7%

$5,609+166.9%

Admin fee / account holder

$3,000

$11,472-73.8%

$9,110-67.1%

$10,828-72.3%

BRICKBOTTOM CONDO TRUST 401(K) PLAN U/A/D 04/1/1999

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRICKBOTTOM CONDO TRUST 401(K) PLAN U/A/D 04/1/1999

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