Retirement plan

TEN ONE RETIREMENT PLAN

Name: TEN ONE, INC. - TEN ONE RETIREMENT PLAN (2018) Form 5500
Creator: TEN ONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEN ONE RETIREMENT PLAN, TEN ONE, INC.

TEN ONE, INC.dba SHUEY & ASSOCIATES INSURANCE AGENCYEIN 83-1705854Plan #001PY 2018

5619 DOVER COURT - ALEXANDRIA, VA 22312703-508-4000

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$200K

No prior year

Total participants

No prior year

Average account balance

$200,221

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$643K

Not enough data

1 years with asset history on file

Average account balance

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

$643K

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

+55.55%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$200,221

$160,059+25.1%

$140,019+43.0%

$135,380+47.9%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

0.00%

911.48%-911.5pp

651.17%-651.2pp

519.81%-519.8pp

Employer contribution / active EE

$6,420-100.0%

$5,605-100.0%

$4,779-100.0%

Participant deferral / active EE

$200

$7,641-97.4%

$6,927-97.1%

$5,609-96.4%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

TEN ONE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TEN ONE RETIREMENT 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