Retirement plan

THE BIOSOPHICAL INSTITUTE, INC. RETIREMENT PLAN

Name: THE BIOSOPHICAL INSTITUTE, INC. - THE BIOSOPHICAL INSTITUTE, INC. RETIREMENT PLAN (2018) Form 5500
Creator: THE BIOSOPHICAL INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BIOSOPHICAL INSTITUTE, INC. RETIREMENT PLAN, THE BIOSOPHICAL INSTITUTE, INC.

THE BIOSOPHICAL INSTITUTE, INC.EIN 34-1884570Plan #002PY 2018

P.O. BOX 21155 - SOUTH EUCLID, OH 44121216-382-0579biosophical.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$64K

-0.1% from 2017

Total participants

0.0% from 2017

Average account balance

$21,380

-0.1% from 2017

Annual return

-6.38%

-20.05 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$128K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$294

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 codes2E2F2G3D

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.
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

0 tripped

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

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

$21,380

$90,607-76.4%

$79,467-73.1%

$135,380-84.2%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-6.38%

977.74%-984.1pp

718.30%-724.7pp

519.81%-526.2pp

Employer contribution / active EE

$1,348

$3,068-56.1%

$2,800-51.9%

$4,779-71.8%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$5,895-100.0%

$5,104-100.0%

$10,828-100.0%

THE BIOSOPHICAL INSTITUTE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE BIOSOPHICAL INSTITUTE, INC. RETIREMENT 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