Retirement plan

TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY 401K PROFIT-SHARING PLAN

Name: TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY - TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY 401K PROFIT-SHARING PLAN (2016) Form 5500
Creator: TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY 401K PROFIT-SHARING PLAN, TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY

TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTYEIN 94-2814411Plan #001PY 2016

950 TOWER LANE, 10TH FLOOR,, NO. 1000 - FOSTER CITY, CA 94404650-286-5800

Prospect flagsLow returnsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$575,683

No prior year

Annual return

-4.42%

No prior year

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$176K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+3.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22077

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 codes2E2J2H3D2F2T

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$423

$212 / participant

Other / not subdivided$423100.0%

% of EOY assets

0.037%

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

$575,683

$215,361+167.3%

$171,082+236.5%

$273,972+110.1%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

-4.42%

25.14%-29.6pp

32.56%-37.0pp

41.46%-45.9pp

Employer contribution / active EE

$29,263

$4,967+489.1%

$4,002+631.2%

$4,869+501.0%

Participant deferral / active EE

$3,242

$5,543-41.5%

$4,797-32.4%

$5,287-38.7%

Admin fee / account holder

$212

$10,846-98.1%

$8,520-97.5%

$10,133-97.9%

TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY 401K PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TED POLLOCK CORPORATION LIFE INSURANCE SALES AND REALTY 401K 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