Retirement plan

PRIDE LINE 401(K) PLAN

Name: PRIDE LINE - PRIDE LINE 401(K) PLAN (2022) Form 5500
Creator: PRIDE LINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIDE LINE 401(K) PLAN, PRIDE LINE

PRIDE LINEEIN 82-4316496Plan #001PY 2022

5644 KALMIA DRIVE - ORLANDO, FL 32807407-718-7495

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$220K

-1.9% from 2021

Total participants

0.0% from 2021

Average account balance

$109,823

-51.0% from 2021

Annual return

-13.56%

-13.63 pp from 2021

Benchmarks

See 21,409 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,409 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$380K

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2T2E2F3D2J

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$634

$317 / participant

Other / not subdivided$634100.0%

% of EOY assets

0.289%

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

$109,823

$95,915+14.5%

$79,580+38.0%

$134,532-18.4%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

-13.56%

-2.71%-10.8pp

0.15%-13.7pp

418.27%-431.8pp

Employer contribution / active EE

$2,151

$3,129-31.3%

$2,413-10.9%

$4,741-54.6%

Participant deferral / active EE

$10,882

$4,693+131.9%

$3,985+173.0%

$6,401+70.0%

Admin fee / account holder

$317

$9,132-96.5%

$6,835-95.4%

$11,429-97.2%

PRIDE LINE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIDE LINE 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