Retirement plan

INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN

Name: INTERNATIONAL BENEFIT PLANNERS, INC. - INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: INTERNATIONAL BENEFIT PLANNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN, INTERNATIONAL BENEFIT PLANNERS, INC.

INTERNATIONAL BENEFIT PLANNERS, INC.EIN 95-4568183Plan #002PY 2021

3738 E COLORADO BLVD., - PASADENA, CA 91007626-304-0088LinkedIn11-50 employeesinsurance

Other plans on this EIN

1 filing

#001Retirement-$215 assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+14.5% from 2020

Total participants

-5.6% from 2020

Average account balance

$150,125

+21.2% from 2020

Annual return

17.25%

+6.75 pp from 2020

Benchmarks

See 33,481 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,481 peers

Snapshot2021

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$46K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7682

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$386K

$32137 / participant

Other / not subdivided$386K100.0%

% of EOY assets

15.111%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,125

$209,832-28.5%

$189,513-20.8%

$167,490-10.4%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

17.25%

748.27%-731.0pp

555.15%-537.9pp

478.56%-461.3pp

Employer contribution / active EE

$16,390

$6,914+137.1%

$6,162+166.0%

$4,837+238.8%

Participant deferral / active EE

$10,658

$8,935+19.3%

$8,221+29.6%

$6,341+68.1%

Admin fee / account holder

$22,685

$14,293+58.7%

$12,045+88.3%

$12,309+84.3%

INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL BENEFIT PLANNERS 401(K) PROFIT SHARING 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