Retirement plan

TEAM BLAIR TAHOE 401(K) PLAN

Name: TEAM BLAIR TAHOE, INC. - TEAM BLAIR TAHOE 401(K) PLAN (2020) Form 5500
Creator: TEAM BLAIR TAHOE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAM BLAIR TAHOE 401(K) PLAN, TEAM BLAIR TAHOE, INC.

TEAM BLAIR TAHOE, INC.EIN 45-4277793Plan #001PY 2020

521 NORTH LAKE BLVD. - TAHOE CITY, CA 96145530-581-1400LinkedIn11-50 employeesreal estate

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$409K

+16.8% from 2019

Total participants

0.0% from 2019

Average account balance

$68,208

+16.8% from 2019

Annual return

10.43%

-7.90 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$799K

Not enough data

1 years with asset history on file

Average account balance

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

$266K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4264

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 codes2E2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$15K

$2516 / participant

Other / not subdivided$15K100.0%

% of EOY assets

3.688%

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

$68,208

$228,352-70.1%

$185,827-63.3%

$158,950-57.1%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

10.43%

40.81%-30.4pp

35.96%-25.5pp

302.91%-292.5pp

Employer contribution / active EE

$57

$4,967-98.9%

$4,087-98.6%

$4,762-98.8%

Participant deferral / active EE

$6,101

$6,416-4.9%

$5,633+8.3%

$5,983+2.0%

Admin fee / account holder

$2,516

$11,867-78.8%

$9,502-73.5%

$11,248-77.6%

TEAM BLAIR TAHOE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEAM BLAIR TAHOE 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