Retirement plan

U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN

Name: U. L. COLEMAN PROPERTIES, LLC - U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN (2016) Form 5500
Creator: U. L. COLEMAN PROPERTIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN, U. L. COLEMAN PROPERTIES, LLC

U. L. COLEMAN PROPERTIES, LLCEIN 27-3474401Plan #001PY 2016

207 MILAM STREET, SUITE C - SHREVEPORT, LA 711017226318-221-0541

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

No prior year

Total participants

105

No prior year

Average account balance

$33,508

No prior year

Annual return

10.86%

No prior year

Benchmarks

See 896 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort896 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.86M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

109

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$462K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+25.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174

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

1 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 codes2E2F2G2J2T3D3H

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$815K

$7993 / participant

Other / not subdivided$815K100.0%

% of EOY assets

23.622%

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

$33,508

$50,898-34.2%

$171,082-80.4%

$55,167-39.3%

Participation rate

98.0%

63.3%+34.8pp

76.7%+21.3pp

69.0%+29.0pp

Annual return

10.86%

15.34%-4.5pp

32.56%-21.7pp

169.23%-158.4pp

Employer contribution / active EE

$1,274

$1,433-11.1%

$4,002-68.2%

$1,963-35.1%

Participant deferral / active EE

$2,567

$2,994-14.3%

$4,797-46.5%

$3,054-16.0%

Admin fee / account holder

$7,915

$500+1484.6%

$8,520-7.1%

$504+1470.8%

U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.L. COLEMAN PROPERTIES, LLC 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