Retirement plan

SIGNATURE ASSOCIATES, INC. PROFIT SHARING PLAN

Name: SIGNATURE ASSOCIATES, INC. - SIGNATURE ASSOCIATES, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: SIGNATURE ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGNATURE ASSOCIATES, INC. PROFIT SHARING PLAN, SIGNATURE ASSOCIATES, INC.

SIGNATURE ASSOCIATES, INC.EIN 38-2877488Plan #001PY 2018

ONE TOWN SQUARE, SUITE 1200 - SOUTHFIELD, MI 480763700248-948-9000signature-associates.netLinkedIn1-10 employeesinsurance

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.3M

-6.9% from 2017

Total participants

0.0% from 2017

Average account balance

$71,330

-3.1% from 2017

Annual return

-3.75%

-23.68 pp from 2017

Benchmarks

See 3,521 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.82M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

109.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$435K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10502

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 codes2E2G2J3B

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

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

$749K

$11176 / participant

Other / not subdivided$749K100.0%

% of EOY assets

14.186%

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

$71,330

$56,484+26.3%

$169,452-57.9%

$64,173+11.2%

Participation rate

94.0%

64.5%+29.5pp

77.8%+16.2pp

69.6%+24.5pp

Annual return

-3.75%

-1.55%-2.2pp

1.83%-5.6pp

7.63%-11.4pp

Employer contribution / active EE

$2,989

$1,832+63.1%

$4,157-28.1%

$2,381+25.5%

Participant deferral / active EE

$4,930

$3,448+43.0%

$5,277-6.6%

$3,470+42.1%

Admin fee / account holder

$10,119

$4,174+142.4%

$9,110+11.1%

$4,887+107.0%

SIGNATURE ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGNATURE ASSOCIATES, INC. PROFIT SHARING 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