Retirement plan

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA

Name: BIG BROTHERS/BIG SISTERS OF SOUTHWE ST LOUISIANA - EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA (2017) Form 5500
Creator: BIG BROTHERS/BIG SISTERS OF SOUTHWE ST LOUISIANA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA, BIG BROTHERS/BIG SISTERS OF SOUTHWE ST LOUISIANA

BIG BROTHERS/BIG SISTERS OF SOUTHWE ST LOUISIANAEIN 72-1009565Plan #003PY 2017

4135 COMMON ST - LAKE CHARLES, LA 706074501337-478-5437

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$205K

+15.2% from 2016

Total participants

0.0% from 2016

Average account balance

$20,461

-7.8% from 2016

Annual return

13.51%

+6.90 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$216K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4439

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2T3D

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).
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$631

$158 / participant

Other / not subdivided$631100.0%

% of EOY assets

0.308%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,461

$99,020-79.3%

$86,590-76.4%

$147,584-86.1%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.51%

1312.34%-1298.8pp

964.84%-951.3pp

578.55%-565.0pp

Employer contribution / active EE

$770

$3,132-75.4%

$2,839-72.9%

$4,876-84.2%

Participant deferral / active EE

$87

$3,972-97.8%

$3,609-97.6%

$5,439-98.4%

Admin fee / account holder

$63

$5,710-98.9%

$4,906-98.7%

$10,885-99.4%

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA

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