Retirement plan

SHELTER PR, LLC 401(K) PROFIT SHARING PLAN

Name: SHELTER PR, LLC - SHELTER PR, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SHELTER PR, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELTER PR, LLC 401(K) PROFIT SHARING PLAN, SHELTER PR, LLC

SHELTER PR, LLCEIN 47-1702958Plan #001PY 2017

9465 WILSHIRE BLVD, 7TH FLOOR - BEVERLY HILLS, CA 90212818-325-3108LinkedIn1-10 employeesperforming arts

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$337K

+142.5% from 2016

Total participants

+40.0% from 2016

Average account balance

$24,048

+73.2% from 2016

Annual return

41.08%

+13.49 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.83M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

184.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+18.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28994

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

0 tripped

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

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

$24,048

$165,939-85.5%

$122,354-80.3%

$147,586-83.7%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

41.08%

34.56%+6.5pp

30.28%+10.8pp

578.59%-537.5pp

Employer contribution / active EE

$7,832

$5,754+36.1%

$4,051+93.3%

$4,876+60.6%

Participant deferral / active EE

$6,246

$4,005+55.9%

$3,287+90.0%

$5,439+14.8%

Admin fee / account holder

$7,425-100.0%

$5,479-100.0%

$10,886-100.0%

SHELTER PR, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHELTER PR, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion