Retirement plan

TEXAS TITLE COMPANY 401(K) PLAN

Name: TEXAS TITLE COMPANY - TEXAS TITLE COMPANY 401(K) PLAN (2017) Form 5500
Creator: TEXAS TITLE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEXAS TITLE COMPANY 401(K) PLAN, TEXAS TITLE COMPANY

TEXAS TITLE COMPANYEIN 26-2717873Plan #001PY 2017

1360 N. LEE TREVINO, SUITE 107 - EL PASO, TX 79936915-838-6855texastitle.comLinkedIn51-200 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$564K

+67.8% from 2016

Total participants

+25.7% from 2016

Average account balance

$17,612

+67.8% from 2016

Annual return

18.01%

+11.10 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.45M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$247K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1077

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 codes2E3D2G2J2F2T

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$634

$15 / participant

Other / not subdivided$634100.0%

% of EOY assets

0.112%

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

$17,612

$62,672-71.9%

$185,117-90.5%

$70,124-74.9%

Participation rate

71.4%

63.8%+7.7pp

77.3%-5.8pp

69.5%+1.9pp

Annual return

18.01%

40.79%-22.8pp

40.50%-22.5pp

73.14%-55.1pp

Employer contribution / active EE

$1,423

$1,753-18.9%

$4,182-66.0%

$2,342-39.3%

Participant deferral / active EE

$2,558

$3,272-21.8%

$5,045-49.3%

$3,332-23.2%

Admin fee / account holder

$20

$3,932-99.5%

$8,159-99.8%

$4,645-99.6%

TEXAS TITLE COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEXAS TITLE COMPANY 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