Retirement plan

THOMPSON INSURANCE AGENCY, INC PROFIT-SHARING PLAN

Name: THOMPSON INSURANCE AGENCY, INC. - THOMPSON INSURANCE AGENCY, INC PROFIT-SHARING PLAN (2016) Form 5500
Creator: THOMPSON INSURANCE AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMPSON INSURANCE AGENCY, INC PROFIT-SHARING PLAN, THOMPSON INSURANCE AGENCY, INC.

THOMPSON INSURANCE AGENCY, INC.EIN 94-2147715Plan #001PY 2016

P.O. BOX 27886 - FRESNO, CA 937297886559-230-0153

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

-2.7% from 2015

Total participants

0.0% from 2015

Average account balance

No prior year

Annual return

3.81%

+4.50 pp from 2015

Benchmarks

See 30,341 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,341 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+8.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$309133

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 codes2E2J3D

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

Expense breakdown

Schedule H Part II

Admin total

$128K

$31935 / participant

Other / not subdivided$128K100.0%

% of EOY assets

10.499%

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

$153,774-100.0%

$133,979-100.0%

$273,970-100.0%

Participation rate

0.0%

88.4%-88.4pp

87.1%-87.1pp

83.0%-83.0pp

Annual return

3.81%

36.51%-32.7pp

29.30%-25.5pp

41.46%-37.6pp

Employer contribution / active EE

$3,500

$6,029-41.9%

$5,211-32.8%

$4,869-28.1%

Participant deferral / active EE

$1,600

$6,958-77.0%

$6,282-74.5%

$5,287-69.7%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,132-100.0%

THOMPSON INSURANCE AGENCY, INC PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMPSON INSURANCE AGENCY, INC PROFIT-SHARING 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