Retirement plan

PRO SENIORS, INC. RETIREMENT PLAN

Name: PRO SENIORS, INC. - PRO SENIORS, INC. RETIREMENT PLAN (2017) Form 5500
Creator: PRO SENIORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRO SENIORS, INC. RETIREMENT PLAN, PRO SENIORS, INC.

PRO SENIORS, INC.EIN 31-0887471Plan #001PY 2017

7162 READING ROAD, SUITE 1150 - CINCINNATI, OH 452373849513-345-4160proseniors.orgLinkedIn11-50 employeeslegal services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.8M

+26.8% from 2016

Total participants

0.0% from 2016

Average account balance

$64,650

+17.7% from 2016

Annual return

17.00%

+8.67 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.30M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

85.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$220K

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

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4647

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$568

$17 / participant

Other / not subdivided$568100.0%

% of EOY assets

0.031%

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

$64,650

$85,766-24.6%

$136,298-52.6%

$70,126-7.8%

Participation rate

61.8%

74.2%-12.4pp

81.9%-20.2pp

69.5%-7.8pp

Annual return

17.00%

31.46%-14.5pp

5156.27%-5139.3pp

73.15%-56.1pp

Employer contribution / active EE

$1,312

$2,966-55.8%

$4,696-72.1%

$2,343-44.0%

Participant deferral / active EE

$2,812

$5,051-44.3%

$6,247-55.0%

$3,332-15.6%

Admin fee / account holder

$20

$5,421-99.6%

$9,244-99.8%

$4,645-99.6%

PRO SENIORS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRO SENIORS, INC. RETIREMENT 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