Retirement plan

BLAIGE & COMPANY 401(K) PLAN

Name: THOMAS BLAIGE & COMPANY, LLC - BLAIGE & COMPANY 401(K) PLAN (2021) Form 5500
Creator: THOMAS BLAIGE & COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLAIGE & COMPANY 401(K) PLAN, THOMAS BLAIGE & COMPANY, LLC

THOMAS BLAIGE & COMPANY, LLCEIN 56-2393210Plan #001PY 2021

ONE MAGNIFICENT MILE, SUITE 1350, 980 NORTH MICHIGAN AVENUE - CHICAGO, IL 60611312-337-5200glabphoto.comLinkedIn1-10 employeesindividual & family services

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$382K

+18.5% from 2020

Total participants

0.0% from 2020

Average account balance

$191,198

+18.5% from 2020

Annual return

14.45%

-15.63 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$505K

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$97

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 codes2F2G2J2T3D

Plan features

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$191,198

$176,105+8.6%

$159,474+19.9%

$167,536+14.1%

Participation rate

66.7%

85.0%-18.3pp

82.8%-16.2pp

82.1%-15.4pp

Annual return

14.45%

331.91%-317.5pp

263.68%-249.2pp

478.82%-464.4pp

Employer contribution / active EE

$5,299-100.0%

$4,831-100.0%

$4,839-100.0%

Participant deferral / active EE

$4,333

$7,751-44.1%

$7,353-41.1%

$6,342-31.7%

Admin fee / account holder

$12,559-100.0%

$10,802-100.0%

$12,315-100.0%

BLAIGE & COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLAIGE & COMPANY 401(K) PLAN

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