Retirement plan

THE TITLE COMPANY 401(K) PLAN

Name: THE TITLE COMPANY - THE TITLE COMPANY 401(K) PLAN (2017) Form 5500
Creator: THE TITLE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TITLE COMPANY 401(K) PLAN, THE TITLE COMPANY

THE TITLE COMPANYEIN 45-0416750Plan #001PY 2017

35 4 STREET NORTH SUITE 102 - FARGO, ND 58102701-241-9282

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$920K

+37.3% from 2016

Total participants

+12.5% from 2016

Average account balance

$26,297

+25.5% from 2016

Annual return

16.65%

-7.50 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.12M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

109.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$238K

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

+17.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2495

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 codes2E2F2G2J2T3B3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$337 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.025%

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

$26,297

$62,672-58.0%

$185,117-85.8%

$70,131-62.5%

Participation rate

96.4%

63.8%+32.7pp

77.3%+19.2pp

69.5%+26.9pp

Annual return

16.65%

40.79%-24.1pp

40.50%-23.8pp

73.14%-56.5pp

Employer contribution / active EE

$1,735

$1,753-1.1%

$4,182-58.5%

$2,342-25.9%

Participant deferral / active EE

$3,315

$3,272+1.3%

$5,045-34.3%

$3,332-0.5%

Admin fee / account holder

$269

$3,932-93.1%

$8,159-96.7%

$4,645-94.2%

THE TITLE COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TITLE COMPANY 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