Retirement plan

TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN

Name: TOTAL EMPLOYER SOLUTIONS, LLC - TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: TOTAL EMPLOYER SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN, TOTAL EMPLOYER SOLUTIONS, LLC

TOTAL EMPLOYER SOLUTIONS, LLCEIN 56-2502167Plan #001PY 2016

P.O. BOX 22067, 2990 E NORTHERN AVE, SUITE B102 - PHOENIX, AZ 85028602-955-5502LinkedIn1-10 employeeshuman resources

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$88K

+44.7% from 2015

Total participants

+20.0% from 2015

Average account balance

$43,924

+44.7% from 2015

Annual return

6.44%

+8.61 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$620K

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+8.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1002

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 codes2E2F2G2J3B3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$437

$73 / participant

Other / not subdivided$437100.0%

% of EOY assets

0.497%

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

$43,924

$153,769-71.4%

$133,975-67.2%

$273,972-84.0%

Participation rate

33.3%

88.4%-55.0pp

87.1%-53.7pp

83.0%-49.7pp

Annual return

6.44%

36.51%-30.1pp

29.29%-22.9pp

41.46%-35.0pp

Employer contribution / active EE

$715

$6,029-88.1%

$5,211-86.3%

$4,869-85.3%

Participant deferral / active EE

$3,156

$6,958-54.6%

$6,282-49.8%

$5,287-40.3%

Admin fee / account holder

$219

$11,765-98.1%

$9,324-97.7%

$10,133-97.8%

TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH 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