Retirement plan

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Name: PURE INTEGRITY HOMES / REMAX - TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: PURE INTEGRITY HOMES / REMAX
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, PURE INTEGRITY HOMES / REMAX

PURE INTEGRITY HOMES / REMAXEIN 46-4565131Plan #020PY 2020

126 BRAUN RD - OREGON, WI 53575608-588-6692

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$59K

+99.6% from 2019

Total participants

0.0% from 2019

Average account balance

$14,626

+99.6% from 2019

Annual return

17.65%

+17.65 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3B

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$333

$83 / participant

Other / not subdivided$333100.0%

% of EOY assets

0.569%

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

$14,626

$228,395-93.6%

$185,861-92.1%

$158,982-90.8%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

17.65%

40.82%-23.2pp

35.96%-18.3pp

302.99%-285.3pp

Employer contribution / active EE

$1,173

$4,968-76.4%

$4,088-71.3%

$4,763-75.4%

Participant deferral / active EE

$4,833

$6,417-24.7%

$5,634-14.2%

$5,983-19.2%

Admin fee / account holder

$83

$11,869-99.3%

$9,503-99.1%

$11,252-99.3%

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS 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