Retirement plan

PRIDE SETTLEMENT AND ESCROW, LLC 401(K) PROFIT SHARING PLAN

Name: PRIDE SETTLEMENT AND ESCROW, LLC - PRIDE SETTLEMENT AND ESCROW, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: PRIDE SETTLEMENT AND ESCROW, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIDE SETTLEMENT AND ESCROW, LLC 401(K) PROFIT SHARING PLAN, PRIDE SETTLEMENT AND ESCROW, LLC

PRIDE SETTLEMENT AND ESCROW, LLCEIN 26-3633162Plan #001PY 2016

44933 GEORGE WASHINGTON BLVD., SUITE 150 - ASHBURN, VA 20147703-729-1761LinkedIn11-50 employeesreal estate

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$153K

+33.5% from 2015

Total participants

+33.3% from 2015

Average account balance

$15,305

+20.1% from 2015

Annual return

8.67%

+16.30 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

$332K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$992

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2581

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 codes2E2F2J2T3D3H

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).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$15,305

$153,769-90.0%

$133,975-88.6%

$273,972-94.4%

Participation rate

77.8%

88.4%-10.6pp

87.1%-9.3pp

83.0%-5.2pp

Annual return

8.67%

36.51%-27.8pp

29.29%-20.6pp

41.46%-32.8pp

Employer contribution / active EE

$1,521

$6,029-74.8%

$5,211-70.8%

$4,869-68.8%

Participant deferral / active EE

$1,640

$6,958-76.4%

$6,282-73.9%

$5,287-69.0%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

PRIDE SETTLEMENT AND ESCROW, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRIDE SETTLEMENT AND ESCROW, LLC 401(K) 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