Retirement plan

BLUE DIAMOND HORIZONS, INC. 401(K) PROFIT SHARING

Name: BLUE DIAMOND HORIZONS, INC. - BLUE DIAMOND HORIZONS, INC. 401(K) PROFIT SHARING (2015) Form 5500
Creator: BLUE DIAMOND HORIZONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE DIAMOND HORIZONS, INC. 401(K) PROFIT SHARING, BLUE DIAMOND HORIZONS, INC.

BLUE DIAMOND HORIZONS, INC.EIN 20-1728146Plan #001PY 2015

11300 CANTRELL ROAD, SUITE 301 - LITTLE ROCK, AR 72212501-978-8301LinkedIn1-10 employeespublishing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$651K

No prior year

Total participants

No prior year

Average account balance

$162,706

No prior year

Annual return

-1.00%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.72M

Not enough data

1 years with asset history on file

Average account balance

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

$544K

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

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3581

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$4K

$1825 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.561%

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

$162,706

$86,701+87.7%

$73,309+121.9%

$125,389+29.8%

Participation rate

100.0%

78.6%+21.4pp

74.9%+25.1pp

83.2%+16.8pp

Annual return

-1.00%

2.78%-3.8pp

5.67%-6.7pp

282.24%-283.2pp

Employer contribution / active EE

$37,880

$4,152+812.2%

$3,237+1070.1%

$4,866+678.4%

Participant deferral / active EE

$24,980

$5,549+350.2%

$4,991+400.5%

$5,352+366.8%

Admin fee / account holder

$913

$7,768-88.3%

$5,635-83.8%

$9,541-90.4%

BLUE DIAMOND HORIZONS, INC. 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE DIAMOND HORIZONS, INC. 401(K) PROFIT SHARING

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