Retirement plan

TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN

Name: TAMMY CAMPBELL, PA - TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN (2020) Form 5500
Creator: TAMMY CAMPBELL, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN, TAMMY CAMPBELL, PA

TAMMY CAMPBELL, PAEIN 26-3285482Plan #001PY 2020

2209 SUNSET WAY - ST. PETE BEACH, FL 33706727-455-2351

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+6.9% from 2019

Total participants

0.0% from 2019

Average account balance

$632,188

+6.9% from 2019

Annual return

0.55%

-1.75 pp from 2019

Benchmarks

See 16,008 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,008 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$917K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+9.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6352

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$632,188

$228,317+176.9%

$185,808+240.2%

$158,931+297.8%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

0.55%

40.81%-40.3pp

35.95%-35.4pp

302.86%-302.3pp

Employer contribution / active EE

$22,978

$4,964+362.9%

$4,086+462.4%

$4,761+382.6%

Participant deferral / active EE

$14,700

$6,415+129.2%

$5,632+161.0%

$5,982+145.7%

Admin fee / account holder

$11,865-100.0%

$9,501-100.0%

$11,247-100.0%

TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAMMY CAMPBELL PLUMMER, PA 401(K) 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