Retirement plan

FOUNTAINHEAD CONSULTING CORPORATION 401(K) PLAN

Name: FOUNTAINHEAD CONSULTING CORPORATION - FOUNTAINHEAD CONSULTING CORPORATION 401(K) PLAN (2019) Form 5500
Creator: FOUNTAINHEAD CONSULTING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOUNTAINHEAD CONSULTING CORPORATION 401(K) PLAN, FOUNTAINHEAD CONSULTING CORPORATION

FOUNTAINHEAD CONSULTING CORPORATIONEIN 46-4231774Plan #001PY 2019

5030 RANGE HORSE LANE - ROLLING HILLS ESTATES, CA 90274310-308-5405fountainheadcorp.comLinkedIn51-200 employeescivil engineering

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$495K

+83.0% from 2018

Total participants

+5.6% from 2018

Average account balance

$33,018

+9.8% from 2018

Annual return

28.18%

+28.18 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.98M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

73.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$695K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9613

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 codes2E2J2F2G3D

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.
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

$111 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.380%

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

$33,018

$157,276-79.0%

$141,177-76.6%

$152,885-78.4%

Participation rate

76.5%

84.8%-8.4pp

82.5%-6.0pp

Annual return

28.18%

64.33%-36.2pp

71.40%-43.2pp

345.39%-317.2pp

Employer contribution / active EE

$5,262-100.0%

$4,736-100.0%

$4,763-100.0%

Participant deferral / active EE

$8,731

$7,110+22.8%

$6,710+30.1%

$5,851+49.2%

Admin fee / account holder

$126

$12,123-99.0%

$10,263-98.8%

$11,598-98.9%

FOUNTAINHEAD CONSULTING CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOUNTAINHEAD CONSULTING CORPORATION 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