Retirement plan

ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN

Name: ASPEN HILL FINANCIAL, INC. - ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: ASPEN HILL FINANCIAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN, ASPEN HILL FINANCIAL, INC.

ASPEN HILL FINANCIAL, INC.EIN 33-0941049Plan #001PY 2017

103 ANEMONE DRIVE - BOULDER, CO 80302970-870-1706

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+6.2% from 2016

Total participants

0.0% from 2016

Average account balance

$1,775,705

+6.2% from 2016

Annual return

6.20%

-0.58 pp from 2016

Benchmarks

See 141 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Cohort141 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.09M

Not enough data

1 years with asset history on file

Average account balance

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

$3.1M

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

Other / not subdivided$8K100.0%

% of EOY assets

0.427%

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

$1,775,705

$266,879+565.4%

$149,721+1086.0%

Participation rate

0.0%

82.4%-82.4pp

87.1%-87.1pp

Annual return

6.20%

8.05%-1.9pp

1501.67%-1495.5pp

Employer contribution / active EE

$3,117-100.0%

$5,444-100.0%

Participant deferral / active EE

$4,642-100.0%

$6,568-100.0%

Admin fee / account holder

$7,585

$11,107-31.7%

$11,282-32.8%

ASPEN HILL FINANCIAL, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASPEN HILL FINANCIAL, INC. 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