Retirement plan

BODAMER CONSULTING, LLC 401(K) PLAN

Name: BODMAER CONSULTING, LLC - BODAMER CONSULTING, LLC 401(K) PLAN (2017) Form 5500
Creator: BODMAER CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BODAMER CONSULTING, LLC 401(K) PLAN, BODMAER CONSULTING, LLC

BODMAER CONSULTING, LLCEIN 26-1240890Plan #001PY 2017

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

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+24.2% from 2016

Total participants

0.0% from 2016

Average account balance

$574,414

+24.2% from 2016

Annual return

17.15%

+9.83 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

$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

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

$574,414

$105,856+442.6%

$90,161+537.1%

$147,585+289.2%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

17.15%

37.63%-20.5pp

34.89%-17.7pp

578.58%-561.4pp

Employer contribution / active EE

$16,178

$4,126+292.1%

$3,318+387.6%

$4,876+231.8%

Participant deferral / active EE

$16,510

$5,733+188.0%

$5,287+212.3%

$5,439+203.6%

Admin fee / account holder

$8,046-100.0%

$5,943-100.0%

$10,886-100.0%

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