Retirement plan

BLUE SKY BILLBOARDS, INC. 401(K) PLAN

Name: BLUE SKY BILLBOARDS, INC. - BLUE SKY BILLBOARDS, INC. 401(K) PLAN (2019) Form 5500
Creator: BLUE SKY BILLBOARDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE SKY BILLBOARDS, INC. 401(K) PLAN, BLUE SKY BILLBOARDS, INC.

BLUE SKY BILLBOARDS, INC.EIN 82-1742710Plan #001PY 2019

P.O. BOX 323 - PRATHER, CA 93651559-832-1363blueskybiochar.comLinkedIn1-10 employees

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$35K

+1203.8% from 2018

Total participants

-22.2% from 2018

Average account balance

$5,758

+1421.1% from 2018

Annual return

71.17%

+71.17 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$76K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$372

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$209

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 codes2F2G2J3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$588

$84 / participant

Other / not subdivided$588100.0%

% of EOY assets

1.702%

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

$5,758

$157,296-96.3%

$141,191-95.9%

$152,897-96.2%

Participation rate

85.7%

84.8%+0.9pp

82.5%+3.2pp

82.5%+3.3pp

Annual return

71.17%

64.34%+6.8pp

71.41%-0.2pp

345.43%-274.3pp

Employer contribution / active EE

$2,010

$5,262-61.8%

$4,736-57.5%

$4,764-57.8%

Participant deferral / active EE

$2,299

$7,111-67.7%

$6,710-65.7%

$5,851-60.7%

Admin fee / account holder

$98

$12,125-99.2%

$10,264-99.0%

$11,599-99.2%

BLUE SKY BILLBOARDS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE SKY BILLBOARDS, INC. 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