Retirement plan

BOUNDARY WATERS 401K PLAN

Name: BOUNDARY WATERS 401K PLAN - BOUNDARY WATERS 401K PLAN (2018) Form 5500
Creator: BOUNDARY WATERS 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOUNDARY WATERS 401K PLAN, BOUNDARY WATERS 401K PLAN

BOUNDARY WATERS 401K PLANEIN 26-0061168Plan #001PY 2018

PO BOX 329 - HIAWASSEE, GA 30546706-896-2530

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$238K

+0.5% from 2017

Total participants

+33.3% from 2017

Average account balance

$34,007

-28.2% from 2017

Annual return

-10.17%

-35.93 pp from 2017

Benchmarks

See 7,241 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,241 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$346K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1944

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 codes2E2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$105

$15 / participant

Other / not subdivided$105100.0%

% of EOY assets

0.044%

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

$34,007

$104,116-67.3%

$71,089-52.2%

$135,380-74.9%

Participation rate

85.7%

65.7%+20.1pp

54.6%+31.1pp

82.6%+3.1pp

Annual return

-10.17%

1256.51%-1266.7pp

650.65%-660.8pp

519.81%-530.0pp

Employer contribution / active EE

$1,631

$1,485+9.9%

$1,088+50.0%

$4,779-65.9%

Participant deferral / active EE

$1,972

$2,524-21.9%

$1,873+5.3%

$5,609-64.8%

Admin fee / account holder

$15

$4,142-99.6%

$3,082-99.5%

$10,828-99.9%

BOUNDARY WATERS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOUNDARY WATERS 401K 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