Retirement plan

TITLESMART, INC. PENSION PLAN

Name: TITLESMART, INC. - TITLESMART, INC. PENSION PLAN (2019) Form 5500
Creator: TITLESMART, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TITLESMART, INC. PENSION PLAN, TITLESMART, INC.

TITLESMART, INC.EIN 20-8380758Plan #002PY 2019

4810 WHITE BEAR PARKWAY, SUITE 100 - WHITE BEAR LAKE, MN 55110651-779-3075title-smart.comLinkedIn51-200 employeesinsurance

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$439K

+113.7% from 2018

Total participants

+1.3% from 2018

Average account balance

No prior year

Annual return

2.23%

+2.23 pp from 2018

Benchmarks

See 41 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined benefit

Participants25-99

Cohort41 peers

Snapshot2019

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 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

+10.47%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C1H3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$33 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.560%

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

$13,578-100.0%

$336,625-100.0%

$317,036-100.0%

Participation rate

0.0%

33.3%-33.3pp

51.5%-51.5pp

13.0%-13.0pp

Annual return

2.23%

11.08%-8.8pp

10.36%-8.1pp

13.59%-11.4pp

Employer contribution / active EE

$3,125

$12,253-74.5%

$52,561-94.1%

$14,592-78.6%

Participant deferral / active EE

$157-100.0%

$77-100.0%

$67-100.0%

Admin fee / account holder

$47-100.0%

$7,349-100.0%

$29,657-100.0%

TITLESMART, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TITLESMART, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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