Retirement plan

B&H CONSULTING, INC. 401(K) PLAN

Name: B&H CONSULTING - B&H CONSULTING, INC. 401(K) PLAN (2017) Form 5500
Creator: B&H CONSULTING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B&H CONSULTING, INC. 401(K) PLAN, B&H CONSULTING

B&H CONSULTINGEIN 45-0483165Plan #001PY 2017

8156 S WADSWORTH BLVD. UNIT 187 - LITTLETON, CO 80128303-988-2577

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$774K

+23.5% from 2016

Total participants

0.0% from 2016

Average account balance

$193,550

+23.5% from 2016

Annual return

18.80%

+11.32 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$4K

Not enough data

1 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

+9.30%

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$866 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.336%

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

$193,550

$73,518+163.3%

$63,003+207.2%

$147,585+31.1%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

18.80%

175.46%-156.7pp

87.59%-68.8pp

578.57%-559.8pp

Employer contribution / active EE

$4,234

$3,322+27.4%

$2,760+53.4%

$4,876-13.2%

Participant deferral / active EE

$5,528

$4,183+32.1%

$3,329+66.0%

$5,439+1.6%

Admin fee / account holder

$650

$5,952-89.1%

$3,600-82.0%

$10,885-94.0%

B&H CONSULTING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B&H CONSULTING, INC. 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