Retirement plan

TRALONGO MANAGEMENT 401(K) PLAN

Name: TRALONGO MANAGEMENT - TRALONGO MANAGEMENT 401(K) PLAN (2016) Form 5500
Creator: TRALONGO MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRALONGO MANAGEMENT 401(K) PLAN, TRALONGO MANAGEMENT

TRALONGO MANAGEMENTEIN 32-0157386Plan #001PY 2016

999 PEACHTREE ST NE STE 800 - ATLANTA, GA 303094425678-542-2642LinkedIn51-200 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$910K

+26.2% from 2015

Total participants

186

+59.0% from 2015

Average account balance

$20,682

+6.1% from 2015

Annual return

8.88%

+11.08 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

48.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7205

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

Top 1 by compensation

Provider	Service type	Compensation
SHAREBUILDER ADVISOR LLC2+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104	Advisory (Plan)	$4,965

Plan features & details

Pension benefit codes2E3D2G2J2F2T3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$5K

$27 / participant

Investment mgmt$5K97.6%
Contract admin$1202.4%

% of EOY assets

0.559%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MARGOLIES, FINK & WICHROWSKI
Auditor EIN: 650750887
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,682

$46,732-55.7%

$156,551-86.8%

$55,167-62.5%

Participation rate

23.2%

65.8%-42.6pp

84.0%-60.8pp

69.0%-45.7pp

Annual return

8.88%

17.72%-8.8pp

32.23%-23.3pp

169.23%-160.4pp

Employer contribution / active EE

$2,105-100.0%

$5,501-100.0%

$1,963-100.0%

Participant deferral / active EE

$737

$2,204-66.5%

$4,871-84.9%

$3,054-75.9%

Admin fee / account holder

$116

$418-72.4%

$13,028-99.1%

$504-77.1%

Provider

Service type

Compensation

SHAREBUILDER ADVISOR LLC2+ years

Service code 27

83 SOUTH KING STREET · SEATTLE, WA 98104

Advisory (Plan)

$4,965

TRALONGO MANAGEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRALONGO MANAGEMENT 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