Retirement plan

BLAIR FINANCIAL PLANNING 401(K) PLAN

Name: BLAIR FINANCIAL PLANNING, INC. - BLAIR FINANCIAL PLANNING 401(K) PLAN (2023) 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 2023

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

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$743K

+30.0% from 2022

Total participants

0.0% from 2022

Average account balance

$92,935

+30.0% from 2022

Annual return

17.23%

+44.50 pp from 2022

Benchmarks

See 36,165 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,165 peers

Snapshot2023

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$281 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.302%

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

$92,935

$185,883-50.0%

$170,043-45.3%

$139,466-33.4%

Participation rate

87.5%

87.8%-0.3pp

87.0%+0.5pp

80.3%+7.2pp

Annual return

17.23%

60.54%-43.3pp

53.40%-36.2pp

373.66%-356.4pp

Employer contribution / active EE

$1,281

$7,596-83.1%

$6,790-81.1%

$4,754-73.1%

Participant deferral / active EE

$8,103

$11,626-30.3%

$10,410-22.2%

$6,712+20.7%

Admin fee / account holder

$281

$15,393-98.2%

$12,824-97.8%

$11,409-97.5%

BLAIR FINANCIAL PLANNING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLAIR FINANCIAL PLANNING 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