Retirement plan

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

Name: BLUE DIAMOND HORIZONS, INC. - BLUE DIAMOND HORIZONS, INC. 401(K) PROFIT SHARING (2017) 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 2017

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

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+28.3% from 2016

Total participants

0.0% from 2016

Average account balance

$261,743

+28.3% from 2016

Annual return

12.32%

+4.12 pp from 2016

Benchmarks

See 8,045 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,045 peers

Snapshot2017

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

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.

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

$261,743

$105,856+147.3%

$90,161+190.3%

$147,586+77.3%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

12.32%

37.63%-25.3pp

34.89%-22.6pp

578.59%-566.3pp

Employer contribution / active EE

$20,005

$4,126+384.8%

$3,318+502.9%

$4,876+310.2%

Participant deferral / active EE

$12,600

$5,733+119.8%

$5,287+138.3%

$5,439+131.7%

Admin fee / account holder

$8,046-100.0%

$5,943-100.0%

$10,886-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion