Retirement plan

BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN

Name: BP ARCHITECTURE, PC - BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: BP ARCHITECTURE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN, BP ARCHITECTURE, PC

BP ARCHITECTURE, PCEIN 20-8259835Plan #002PY 2019

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

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$798K

+30.2% from 2018

Total participants

+33.3% from 2018

Average account balance

$99,808

-2.3% from 2018

Annual return

18.40%

+18.70 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

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

$26K

$5106 / participant

Other / not subdivided$26K100.0%

% of EOY assets

3.198%

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

$99,808

$157,304-36.6%

$141,197-29.3%

$152,909-34.7%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

18.40%

64.34%-45.9pp

71.41%-53.0pp

345.46%-327.1pp

Employer contribution / active EE

$7,211

$5,263+37.0%

$4,736+52.3%

$4,764+51.4%

Participant deferral / active EE

$12,400

$7,111+74.4%

$6,710+84.8%

$5,851+111.9%

Admin fee / account holder

$3,191

$12,126-73.7%

$10,265-68.9%

$11,601-72.5%

BP ARCHITECTS, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BP ARCHITECTS, PC 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