Retirement plan

BODAMER CONSULTING, LLC 401(K) PLAN

Name: BODAMER CONSULTING, LLC - BODAMER CONSULTING, LLC 401(K) PLAN (2015) Form 5500
Creator: BODAMER CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BODAMER CONSULTING, LLC 401(K) PLAN, BODAMER CONSULTING, LLC

BODAMER CONSULTING, LLCEIN 26-1240890Plan #001PY 2015

415 HEPPLEWHITE DR - ALPHARETTA, GA 300225253770-649-6756bodamer.comLinkedIn1-10 employeestelecommunications

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$400,619

No prior year

Annual return

-0.65%

No prior year

Benchmarks

See 6,946 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,946 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.41M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5204

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 codes2E2G2J3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

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

$400,619

$86,705+362.0%

$73,309+446.5%

$125,393+219.5%

Participation rate

100.0%

78.6%+21.4pp

74.9%+25.1pp

83.2%+16.8pp

Annual return

-0.65%

2.78%-3.4pp

5.67%-6.3pp

282.23%-282.9pp

Employer contribution / active EE

$16,236

$4,152+291.1%

$3,237+401.6%

$4,866+233.6%

Participant deferral / active EE

$16,175

$5,549+191.5%

$4,991+224.1%

$5,351+202.3%

Admin fee / account holder

$7,772-100.0%

$5,637-100.0%

$9,541-100.0%

BODAMER CONSULTING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BODAMER CONSULTING, LLC 401(K) 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