Retirement plan

BAYBERRY & CO. 401(K) PLAN

Name: BASH BISH DESIGN GROUP LLC DBA BAYBERRY & CO. - BAYBERRY & CO. 401(K) PLAN (2021) Form 5500
Creator: BASH BISH DESIGN GROUP LLC DBA BAYBERRY & CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYBERRY & CO. 401(K) PLAN, BASH BISH DESIGN GROUP LLC DBA BAYBERRY & CO.

BASH BISH DESIGN GROUP LLC DBA BAYBERRY & CO.EIN 84-2348044Plan #001PY 2021

40 TIMBER SWAMP RD. - HAMPTON, NH 03842603-929-1811

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$297K

+36.8% from 2020

Total participants

+30.0% from 2020

Average account balance

$74,204

+36.8% from 2020

Annual return

19.00%

+19.00 pp from 2020

Benchmarks

See 15,324 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,324 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$533K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

26.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

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

+19.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2F2G3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$80

$8 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.027%

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

$74,204

$114,130-35.0%

$96,192-22.9%

$167,553-55.7%

Participation rate

10.0%

75.1%-65.1pp

68.4%-58.4pp

82.1%-72.1pp

Annual return

19.00%

190.07%-171.1pp

192.09%-173.1pp

478.89%-459.9pp

Employer contribution / active EE

$713

$3,431-79.2%

$2,799-74.5%

$4,840-85.3%

Participant deferral / active EE

$3,148

$5,198-39.4%

$4,351-27.6%

$6,343-50.4%

Admin fee / account holder

$20

$6,901-99.7%

$5,539-99.6%

$12,316-99.8%

BAYBERRY & CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAYBERRY & CO. 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