Retirement plan

BOUSQUET HOLSTEIN PLLC EMPLOYEES PROFIT SHARING PLAN & TRUST

Name: BOUSQUET HOLSTEIN PLLC - BOUSQUET HOLSTEIN PLLC EMPLOYEES PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: BOUSQUET HOLSTEIN PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOUSQUET HOLSTEIN PLLC EMPLOYEES PROFIT SHARING PLAN & TRUST, BOUSQUET HOLSTEIN PLLC

BOUSQUET HOLSTEIN PLLCEIN 16-1614892Plan #002PY 2015

110 WEST FAYETTE STREET, SUITE 900 - SYRACUSE, NY 13202315-422-1391bhlawpllc.comLinkedIn51-200 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.6M

No prior year

Total participants

No prior year

Average account balance

$141,113

No prior year

Annual return

-0.35%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.36M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

133

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.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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

1 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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$228K

$3123 / participant

Other / not subdivided$228K100.0%

% of EOY assets

1.815%

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

$141,113

$72,177+95.5%

$115,038+22.7%

$59,633+136.6%

Participation rate

97.3%

72.6%+24.7pp

81.4%+15.9pp

68.7%+28.6pp

Annual return

-0.35%

12.02%-12.4pp

26.14%-26.5pp

2041.45%-2041.8pp

Employer contribution / active EE

$2,310

$2,841-18.7%

$4,608-49.9%

$2,203+4.9%

Participant deferral / active EE

$6,039

$4,783+26.3%

$6,026+0.2%

$3,192+89.2%

Admin fee / account holder

$2,562

$4,927-48.0%

$8,175-68.7%

$4,297-40.4%

BOUSQUET HOLSTEIN PLLC EMPLOYEES PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOUSQUET HOLSTEIN PLLC EMPLOYEES PROFIT SHARING PLAN & TRUST

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