Retirement plan

BRIEFCASE SYSTEMS DEVELOPMENT 401 K PROFIT SHARING PLAN TRUST

Name: BRIEFCASE SYSTEMS DEVELOPMENT - BRIEFCASE SYSTEMS DEVELOPMENT 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: BRIEFCASE SYSTEMS DEVELOPMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIEFCASE SYSTEMS DEVELOPMENT 401 K PROFIT SHARING PLAN TRUST, BRIEFCASE SYSTEMS DEVELOPMENT

BRIEFCASE SYSTEMS DEVELOPMENTEIN 54-1633359Plan #001PY 2016

PO BOX 1050 - GREAT FALLS, VA 220669050703-406-4940LinkedIn1-10 employeesinformation technology and services

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+20.2% from 2015

Total participants

+5.6% from 2015

Average account balance

$172,465

+13.5% from 2015

Annual return

8.96%

+9.52 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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)

$660K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$203792

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).

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

$172,465

$93,064+85.3%

$74,577+131.3%

$273,972-37.1%

Participation rate

94.4%

74.9%+19.5pp

68.1%+26.3pp

83.0%+11.4pp

Annual return

8.96%

26.18%-17.2pp

20.47%-11.5pp

41.46%-32.5pp

Employer contribution / active EE

$3,160-100.0%

$2,525-100.0%

$4,869-100.0%

Participant deferral / active EE

$16,096

$4,160+286.9%

$3,458+365.4%

$5,287+204.4%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

BRIEFCASE SYSTEMS DEVELOPMENT 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIEFCASE SYSTEMS DEVELOPMENT 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion