Retirement plan

TRUSTED SOLUTIONS GROUP SAFE HARBOR 401(K) PLAN

Name: TRUSTED SOLUTIONS GROUP - TRUSTED SOLUTIONS GROUP SAFE HARBOR 401(K) PLAN (2017) Form 5500
Creator: TRUSTED SOLUTIONS GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUSTED SOLUTIONS GROUP SAFE HARBOR 401(K) PLAN, TRUSTED SOLUTIONS GROUP

TRUSTED SOLUTIONS GROUPEIN 01-0929481Plan #001PY 2017

P.O. BOX 28013 - SAN DIEGO, CA 92127858-848-4210

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+22.2% from 2016

Total participants

0.0% from 2016

Average account balance

$140,668

+35.7% from 2016

Annual return

14.16%

+3.38 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$243K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+21.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$811

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$10K

$1290 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.815%

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

$140,668

$106,008+32.7%

$92,240+52.5%

$147,586-4.7%

Participation rate

87.5%

80.4%+7.1pp

76.5%+11.0pp

82.8%+4.7pp

Annual return

14.16%

50.05%-35.9pp

176.29%-162.1pp

578.59%-564.4pp

Employer contribution / active EE

$2,384

$4,333-45.0%

$3,680-35.2%

$4,876-51.1%

Participant deferral / active EE

$9,222

$4,478+105.9%

$3,897+136.6%

$5,439+69.6%

Admin fee / account holder

$1,146

$6,333-81.9%

$5,194-77.9%

$10,886-89.5%

TRUSTED SOLUTIONS GROUP SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUSTED SOLUTIONS GROUP SAFE HARBOR 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