Retirement plan

UNITED PROPERTIES GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: UNITED PROPERTIES GROUP, INC. - UNITED PROPERTIES GROUP, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: UNITED PROPERTIES GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED PROPERTIES GROUP, INC. 401(K) PROFIT SHARING PLAN, UNITED PROPERTIES GROUP, INC.

UNITED PROPERTIES GROUP, INC.EIN 04-2848528Plan #001PY 2018

1330 BOYLSTON STREET, #608 - CHESTNUT HILL, MA 02467617-734-5785unitedproperties.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

-8.9% from 2017

Total participants

0.0% from 2017

Average account balance

$417,104

-8.9% from 2017

Annual return

-7.01%

-15.04 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$898K

Not enough data

1 years with asset history on file

Average account balance

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

$449K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+22.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3448

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$84K

$27904 / participant

Other / not subdivided$84K100.0%

% of EOY assets

6.690%

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

$417,104

$211,946+96.8%

$169,452+146.1%

$135,379+208.1%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-7.01%

3.26%-10.3pp

1.83%-8.8pp

519.79%-526.8pp

Employer contribution / active EE

$14,428

$5,117+182.0%

$4,157+247.1%

$4,779+201.9%

Participant deferral / active EE

$6,075-100.0%

$5,277-100.0%

$5,609-100.0%

Admin fee / account holder

$27,904

$11,472+143.2%

$9,110+206.3%

$10,828+157.7%

UNITED PROPERTIES GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED PROPERTIES GROUP, INC. 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