Retirement plan

BIG LEAF MARKETING 401(K) PLAN

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

BIG LEAF MARKETINGEIN 46-1105457Plan #001PY 2020

7814 NE 8TH STREET - MEDINA, WA 98030425-441-6022bigleafmarketing.comLinkedIn1-10 employeesmarketing and advertising

Other plans on this EIN

1 filing

#002Retirement-$2.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$618K

No prior year

Total participants

No prior year

Average account balance

$205,964

No prior year

Annual return

8.55%

No prior year

Benchmarks

See 9,163 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,163 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$710K

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

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+31.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5636

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 codes2E2J2G2R2F3D

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.
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

$4K

$1379 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.669%

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

$205,964

$115,903+77.7%

$100,528+104.9%

$158,966+29.6%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

8.55%

34.80%-26.3pp

30.90%-22.3pp

302.95%-294.4pp

Employer contribution / active EE

$2,467

$4,105-39.9%

$3,419-27.8%

$4,762-48.2%

Participant deferral / active EE

$15,389

$6,677+130.5%

$6,271+145.4%

$5,983+157.2%

Admin fee / account holder

$1,379

$11,000-87.5%

$8,084-82.9%

$11,250-87.7%

BIG LEAF MARKETING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIG LEAF MARKETING 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