Retirement plan

JONATHAN A. HILL BOOKSELLER, INC. 401(K) PROFIT SHARING PLAN

Name: JONATHAN A. HILL BOOKSELLER, INC. - JONATHAN A. HILL BOOKSELLER, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: JONATHAN A. HILL BOOKSELLER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONATHAN A. HILL BOOKSELLER, INC. 401(K) PROFIT SHARING PLAN, JONATHAN A. HILL BOOKSELLER, INC.

JONATHAN A. HILL BOOKSELLER, INC.EIN 13-3034390Plan #004PY 2018

325 WEST END AVENUE - NEW YORK, NY 100238145212-496-7856

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.6M

No prior year

Total participants

No prior year

Average account balance

$1,201,909

No prior year

Annual return

5.00%

No prior year

Benchmarks

See 7,521 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.76M

Not enough data

1 years with asset history on file

Average account balance

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

$2.3M

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

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$75K

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

+10.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2150936

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 codes2E2F2H2J2R3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$383

$128 / participant

Other / not subdivided$383100.0%

% of EOY assets

0.011%

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

$1,201,909

$107,809+1014.8%

$90,657+1225.8%

$135,380+787.8%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

5.00%

-0.90%+5.9pp

1.89%+3.1pp

519.81%-514.8pp

Employer contribution / active EE

$7,608

$3,018+152.1%

$2,532+200.5%

$4,779+59.2%

Participant deferral / active EE

$22,333

$3,872+476.8%

$3,424+552.2%

$5,609+298.2%

Admin fee / account holder

$128

$5,931-97.8%

$4,994-97.4%

$10,828-98.8%

JONATHAN A. HILL BOOKSELLER, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONATHAN A. HILL BOOKSELLER, INC. 401(K) 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