Retirement plan

KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY 401(K) PLAN

Name: KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY - KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY 401(K) PLAN (2019) Form 5500
Creator: KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY 401(K) PLAN, KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY

KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTYEIN 27-1152876Plan #001PY 2019

68 NORTH FINLEY AVENUE - BASKING RIDGE, NJ 07920908-696-8600klsir.comLinkedIn51-200 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$135K

+61.7% from 2018

Total participants

+12.5% from 2018

Average account balance

$44,879

+61.7% from 2018

Annual return

30.26%

+46.06 pp from 2018

Benchmarks

See 15,857 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,857 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$141K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

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

+9.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7325

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 codes2E2F2G2J2T3D

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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

$44,879

$226,105-80.2%

$182,540-75.4%

$152,897-70.6%

Participation rate

33.3%

82.5%-49.1pp

78.0%-44.6pp

82.5%-49.1pp

Annual return

30.26%

192.58%-162.3pp

148.58%-118.3pp

345.43%-315.2pp

Employer contribution / active EE

$4,978-100.0%

$4,076-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,911

$6,370-54.3%

$5,525-47.3%

$5,851-50.2%

Admin fee / account holder

$10,706-100.0%

$8,593-100.0%

$11,599-100.0%

KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KIENLEN LATTMANN SOTHEBY'S INTERNATIONAL REALTY 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