Retirement plan

SIGNATURE PROPERTIES 401(K) PLAN

Name: TAMMY FADLER ENTERPRISES, INC. - SIGNATURE PROPERTIES 401(K) PLAN (2015) Form 5500
Creator: TAMMY FADLER ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGNATURE PROPERTIES 401(K) PLAN, TAMMY FADLER ENTERPRISES, INC.

TAMMY FADLER ENTERPRISES, INC.EIN 43-1701086Plan #001PY 2015

209 E. MAIN STREET - FESTUS, MO 63028636-931-9100

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$166K

No prior year

Total participants

No prior year

Average account balance

$83,194

No prior year

Annual return

0.53%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$715K

Not enough data

1 years with asset history on file

Average account balance

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

$715K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+6.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29872

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 codes2E2F2G2J3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$235

$118 / participant

Other / not subdivided$235100.0%

% of EOY assets

0.141%

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

$83,194

$197,819-57.9%

$155,789-46.6%

$125,389-33.7%

Participation rate

100.0%

82.1%+17.9pp

76.1%+23.9pp

83.2%+16.8pp

Annual return

0.53%

86.73%-86.2pp

71.54%-71.0pp

282.24%-281.7pp

Employer contribution / active EE

$4,850-100.0%

$3,839-100.0%

$4,866-100.0%

Participant deferral / active EE

$7,200

$5,631+27.9%

$4,798+50.1%

$5,352+34.5%

Admin fee / account holder

$118

$9,544-98.8%

$7,477-98.4%

$9,541-98.8%

SIGNATURE PROPERTIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGNATURE PROPERTIES 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