Retirement plan

PETERSEN PARTNERS, INC. 401K PROFIT SHARING PLAN

Name: PETERSEN PARTNERS, INC. - PETERSEN PARTNERS, INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: PETERSEN PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETERSEN PARTNERS, INC. 401K PROFIT SHARING PLAN, PETERSEN PARTNERS, INC.

PETERSEN PARTNERS, INC.EIN 20-0550972Plan #001PY 2016

1322 GLEN CEDARS DRIVE - MABLETON, GA 30126404-234-6699

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$313K

+88.6% from 2015

Total participants

0.0% from 2015

Average account balance

$104,386

+88.6% from 2015

Annual return

9.55%

+16.89 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$67K

Not enough data

1 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

-85.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J3D

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$104,386

$215,361-51.5%

$171,082-39.0%

$273,972-61.9%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

9.55%

25.14%-15.6pp

32.56%-23.0pp

41.46%-31.9pp

Employer contribution / active EE

$25,251

$4,967+408.4%

$4,002+531.0%

$4,869+418.6%

Participant deferral / active EE

$18,513

$5,543+234.0%

$4,797+285.9%

$5,287+250.1%

Admin fee / account holder

$10,846-100.0%

$8,520-100.0%

$10,133-100.0%

PETERSEN PARTNERS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PETERSEN PARTNERS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion