Retirement plan

PRO SENIORS, INC. RETIREMENT PLAN

Name: PRO SENIORS, INC. - PRO SENIORS, INC. RETIREMENT PLAN (2018) 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 2018

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)

$1.9M

+2.9% from 2017

Total participants

+4.9% from 2017

Average account balance

$58,187

-10.0% from 2017

Annual return

-4.64%

-21.64 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

$164

$5 / participant

Other / not subdivided$164100.0%

% of EOY assets

0.009%

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

$58,187

$77,816-25.2%

$123,552-52.9%

$64,173-9.3%

Participation rate

69.4%

74.7%-5.3pp

82.3%-12.9pp

69.6%-0.1pp

Annual return

-4.64%

12.49%-17.1pp

119.20%-123.8pp

7.63%-12.3pp

Employer contribution / active EE

$1,314

$3,014-56.4%

$4,628-71.6%

$2,381-44.8%

Participant deferral / active EE

$2,459

$5,240-53.1%

$6,426-61.7%

$3,470-29.1%

Admin fee / account holder

$5,519-99.9%

$9,285-99.9%

$4,887-99.9%

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