Retirement plan

BP ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN

Name: BP ARCHITECTURE, PC - BP ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BP ARCHITECTURE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BP ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN, BP ARCHITECTURE, PC

BP ARCHITECTURE, PCEIN 20-8259835Plan #002PY 2017

800 SECOND AVE. SUITE 800 - NEW YORK, NY 10017212-710-6277

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$558K

+27.8% from 2016

Total participants

0.0% from 2016

Average account balance

$42,923

+27.8% from 2016

Annual return

8.53%

+1.20 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+18.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14033

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$42,923

$150,447-71.5%

$136,298-68.5%

$147,586-70.9%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

8.53%

1049.15%-1040.6pp

5156.27%-5147.7pp

578.59%-570.1pp

Employer contribution / active EE

$5,535

$5,256+5.3%

$4,696+17.9%

$4,876+13.5%

Participant deferral / active EE

$6,493

$6,631-2.1%

$6,247+3.9%

$5,439+19.4%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

BP ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BP ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN

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