Retirement plan

TIGRE, LLC 401(K) PLAN

Name: TIGRE, LLC - TIGRE, LLC 401(K) PLAN (2019) Form 5500
Creator: TIGRE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIGRE, LLC 401(K) PLAN, TIGRE, LLC

TIGRE, LLCEIN 47-3369689Plan #001PY 2019

161 E. CHICAGO AVENUE, APT. 37F - CHICAGO, IL 60611312-259-1480

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$793K

+21.7% from 2018

Total participants

-16.7% from 2018

Average account balance

$158,506

-2.6% from 2018

Annual return

20.44%

+25.75 pp from 2018

Benchmarks

See 8,830 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$226K

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

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$198

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

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

$38K

$7684 / participant

Other / not subdivided$38K100.0%

% of EOY assets

4.848%

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

$158,506

$107,941+46.8%

$91,994+72.3%

$152,897+3.7%

Participation rate

100.0%

81.2%+18.8pp

78.6%+21.4pp

82.5%+17.5pp

Annual return

20.44%

89.28%-68.8pp

69.04%-48.6pp

345.43%-325.0pp

Employer contribution / active EE

$1,942

$4,212-53.9%

$3,453-43.8%

$4,764-59.2%

Participant deferral / active EE

$7,420

$6,366+16.6%

$5,924+25.3%

$5,851+26.8%

Admin fee / account holder

$7,684

$10,521-27.0%

$7,744-0.8%

$11,599-33.8%

TIGRE, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIGRE, LLC 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