Retirement plan

THELEN LLC DEFINED BENEFIT PENSION PLAN

Name: THELEN LLC DEFINED BENEFIT PENSION PLAN - THELEN LLC DEFINED BENEFIT PENSION PLAN (2017) Form 5500
Creator: THELEN LLC DEFINED BENEFIT PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THELEN LLC DEFINED BENEFIT PENSION PLAN, THELEN LLC DEFINED BENEFIT PENSION PLAN

THELEN LLC DEFINED BENEFIT PENSION PLANEIN 81-1010007Plan #001PY 2017

6060 PARKLAND BLVD., STE 100 - CLEVELAND, OH 44124216-916-8420thelenkia.comLinkedIn11-50 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+65.3% from 2016

Total participants

0.0% from 2016

Average account balance

No prior year

Annual return

16.26%

+13.86 pp from 2016

Benchmarks

See 205 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort205 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.85M

Not enough data

1 years with asset history on file

Average account balance

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

$4.8M

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

Not enough data

0 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

+18.35%

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 codes1C2B

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
2B
Target benefit plan
Defined contribution plan whose contribution formula is designed to fund a targeted benefit at retirement.

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

$309,303-100.0%

$122,275-100.0%

$309,303-100.0%

Participation rate

0.0%

96.2%-96.2pp

81.3%-81.3pp

96.2%-96.2pp

Annual return

16.26%

6.50%+9.8pp

9.91%+6.3pp

6.50%+9.8pp

Employer contribution / active EE

$400,000

$25,613+1461.7%

$106,951+274.0%

$25,613+1461.7%

Participant deferral / active EE

$6,481-100.0%

$10,022-100.0%

$6,481-100.0%

Admin fee / account holder

$31,748-100.0%

THELEN LLC DEFINED BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THELEN LLC DEFINED BENEFIT PENSION 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