Retirement plan

TITANS MARKETING, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN

Name: TITANS MARKETING, LLC - TITANS MARKETING, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN (2019) Form 5500
Creator: TITANS MARKETING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TITANS MARKETING, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN, TITANS MARKETING, LLC

TITANS MARKETING, LLCEIN 47-3417846Plan #002PY 2019

P.O. BOX 12 - WESTPORT, CT 06880203-557-8933LinkedIn1-10 employeesresearch

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$268K

+49.5% from 2018

Total participants

0.0% from 2018

Average account balance

$134,184

+49.5% from 2018

Annual return

16.04%

+18.23 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$556K

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+2.93%

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$134,184

$157,304-14.7%

$141,197-5.0%

$152,909-12.2%

Participation rate

66.7%

84.8%-18.2pp

82.5%-15.8pp

Annual return

16.04%

64.34%-48.3pp

71.41%-55.4pp

345.46%-329.4pp

Employer contribution / active EE

$3,333

$5,263-36.7%

$4,736-29.6%

$4,764-30.0%

Participant deferral / active EE

$16,667

$7,111+134.4%

$6,710+148.4%

$5,851+184.8%

Admin fee / account holder

$12,126-100.0%

$10,265-100.0%

$11,601-100.0%

TITANS MARKETING, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TITANS MARKETING, LLC PROFIT SHARING & EMPLOYEES SAVINGS 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