Retirement plan

BLAIR FINANCIAL PLANNING 401(K) PLAN

Name: BLAIR FINANCIAL PLANNING, INC. - BLAIR FINANCIAL PLANNING 401(K) PLAN (2022) Form 5500
Creator: BLAIR FINANCIAL PLANNING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLAIR FINANCIAL PLANNING 401(K) PLAN, BLAIR FINANCIAL PLANNING, INC.

BLAIR FINANCIAL PLANNING, INC.EIN 84-1473797Plan #001PY 2022

600 S. CHERRY STREET, SUITE 801 - DENVER, CO 80246303-316-7900

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$572K

-6.6% from 2021

Total participants

+50.0% from 2021

Average account balance

$71,500

-29.9% from 2021

Annual return

-27.26%

-39.65 pp from 2021

Benchmarks

See 35,205 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,205 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$703K

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

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

+9.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44320

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return 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

$71,500

$167,533-57.3%

$151,645-52.9%

$134,545-46.9%

Participation rate

88.9%

88.4%+0.5pp

87.5%+1.4pp

81.2%+7.7pp

Annual return

-27.26%

7.81%-35.1pp

3.34%-30.6pp

418.37%-445.6pp

Employer contribution / active EE

$2,458

$6,828-64.0%

$6,165-60.1%

$4,742-48.2%

Participant deferral / active EE

$11,610

$8,985+29.2%

$8,363+38.8%

$6,401+81.4%

Admin fee / account holder

$13,781-100.0%

$11,614-100.0%

$11,431-100.0%

BLAIR FINANCIAL PLANNING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLAIR FINANCIAL PLANNING 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