Retirement plan

BROWNSTONE SERVICES HOUSEHOLD 401(K) PLAN

Name: BROWNSTONE SERVICES HOUSEHOLD - BROWNSTONE SERVICES HOUSEHOLD 401(K) PLAN (2020) Form 5500
Creator: BROWNSTONE SERVICES HOUSEHOLD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWNSTONE SERVICES HOUSEHOLD 401(K) PLAN, BROWNSTONE SERVICES HOUSEHOLD

BROWNSTONE SERVICES HOUSEHOLDEIN 34-0990971Plan #001PY 2020

26500 CURTISS WRIGHT PKWY - HIGHLAND HEIGHTS, OH 44143216-928-7333

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$130K

+67.4% from 2019

Total participants

0.0% from 2019

Average account balance

$25,937

+0.5% from 2019

Annual return

17.09%

+1.65 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$367K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34

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 codes2E2J2F2G3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$80

$16 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.062%

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

$25,937

$100,938-74.3%

$90,461-71.3%

$158,982-83.7%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

17.09%

1727.20%-1710.1pp

1294.76%-1277.7pp

302.99%-285.9pp

Employer contribution / active EE

$1,726

$3,691-53.2%

$3,264-47.1%

$4,763-63.8%

Participant deferral / active EE

$6,073

$4,350+39.6%

$3,964+53.2%

$5,983+1.5%

Admin fee / account holder

$16

$6,510-99.8%

$5,617-99.7%

$11,252-99.9%

BROWNSTONE SERVICES HOUSEHOLD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWNSTONE SERVICES HOUSEHOLD 401(K) 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