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 (2019) 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 2019

325 WEST END AVENUE, APT10B - NEW YORK, NY 100238145212-496-7856

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+14.6% from 2018

Total participants

0.0% from 2018

Average account balance

$1,377,508

+14.6% from 2018

Annual return

12.02%

+7.02 pp from 2018

Benchmarks

See 7,787 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2019

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$244

$81 / participant

Other / not subdivided$244100.0%

% of EOY assets

0.006%

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

$1,377,508

$117,444+1072.9%

$99,479+1284.7%

$152,909+800.9%

Participation rate

100.0%

77.5%+22.5pp

73.8%+26.2pp

82.5%+17.5pp

Annual return

12.02%

31.87%-19.9pp

30.72%-18.7pp

345.46%-333.4pp

Employer contribution / active EE

$8,484

$3,014+181.5%

$2,540+234.0%

$4,764+78.1%

Participant deferral / active EE

$22,667

$4,086+454.7%

$3,619+526.3%

$5,851+287.4%

Admin fee / account holder

$81

$7,635-98.9%

$6,253-98.7%

$11,601-99.3%

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