Retirement plan

BULL CITY LEARNING INC 401(K) PROFIT SHARING PLAN & TRUST

Name: BULL CITY LEARNING INC - BULL CITY LEARNING INC 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: BULL CITY LEARNING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BULL CITY LEARNING INC 401(K) PROFIT SHARING PLAN & TRUST, BULL CITY LEARNING INC

BULL CITY LEARNING INCEIN 46-3780206Plan #001PY 2019

102 CITY HALL PLAZA, STE 200 - DURHAM, NC 27701919-740-1182

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$284K

+76024.4% from 2018

Total participants

+43.8% from 2018

Average account balance

$12,907

+3360.2% from 2018

Annual return

37530.83%

+37530.83 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8433

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 codes2E2F2G2J2T3D

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.
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.
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

$2K

$88 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.709%

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

$12,907

$77,416-83.3%

$69,464-81.4%

$152,897-91.6%

Participation rate

95.7%

78.1%+17.6pp

74.6%+21.0pp

82.5%+13.2pp

Annual return

37530.83%

39.08%+37491.8pp

28.98%+37501.9pp

345.43%+37185.4pp

Employer contribution / active EE

$12

$3,315-99.6%

$2,779-99.6%

$4,764-99.7%

Participant deferral / active EE

$6,231

$4,413+41.2%

$3,536+76.2%

$5,851+6.5%

Admin fee / account holder

$92

$6,208-98.5%

$3,840-97.6%

$11,599-99.2%

BULL CITY LEARNING INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BULL CITY LEARNING INC 401(K) PROFIT SHARING PLAN & TRUST

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