Retirement plan

PROTECTED SETTLEMENTS GLOBAL INC. 401K PLAN

Name: PROTECTED SETTLEMENTS GLOBAL, INC. - PROTECTED SETTLEMENTS GLOBAL INC. 401K PLAN (2016) Form 5500
Creator: PROTECTED SETTLEMENTS GLOBAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROTECTED SETTLEMENTS GLOBAL INC. 401K PLAN, PROTECTED SETTLEMENTS GLOBAL, INC.

PROTECTED SETTLEMENTS GLOBAL, INC.EIN 20-0459808Plan #001PY 2016

9709 PALLISERS TERRACE - CHARLOTTE, NC 28210704-236-1562

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+31.9% from 2015

Total participants

0.0% from 2015

Average account balance

$421,468

+31.9% from 2015

Annual return

24.43%

+30.68 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5488

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 codes2J2E

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$150

$50 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.012%

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

$421,468

$153,769+174.1%

$133,975+214.6%

$273,972+53.8%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

24.43%

36.51%-12.1pp

29.29%-4.9pp

41.46%-17.0pp

Employer contribution / active EE

$5,352

$6,029-11.2%

$5,211+2.7%

$4,869+9.9%

Participant deferral / active EE

$18,441

$6,958+165.0%

$6,282+193.6%

$5,287+248.8%

Admin fee / account holder

$50

$11,765-99.6%

$9,324-99.5%

$10,133-99.5%

PROTECTED SETTLEMENTS GLOBAL INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROTECTED SETTLEMENTS GLOBAL INC. 401K 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