Retirement plan

ELITE ESCROW SERVICES OF S D I 401(K) PROFIT SHARING PLAN & TRUST

Name: ELITE ESCROW SERVICES OF S D I - ELITE ESCROW SERVICES OF S D I 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: ELITE ESCROW SERVICES OF S D I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELITE ESCROW SERVICES OF S D I 401(K) PROFIT SHARING PLAN & TRUST, ELITE ESCROW SERVICES OF S D I

ELITE ESCROW SERVICES OF S D IEIN 95-2741260Plan #001PY 2024

4725 MERCURY ST STE 100 - SAN DIEGO, CA 921112126858-560-4781LinkedIn11-50 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$997K assets

Prospect flagsHigh feesLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+15.3% from 2023

Total participants

0.0% from 2023

Average account balance

$110,228

+15.3% from 2023

Annual return

11.47%

-3.73 pp from 2023

Benchmarks

See 4,152 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,152 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.64M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$857

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 codes2E2F2G2J2T3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$28K

$943 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.778%

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

$110,228

$78,027+41.3%

$178,528-38.3%

$80,925+36.2%

Participation rate

80.0%

65.7%+14.3pp

77.1%+2.9pp

67.7%+12.3pp

Annual return

11.47%

18.09%-6.6pp

27.11%-15.6pp

35.65%-24.2pp

Employer contribution / active EE

$2,281-100.0%

$3,950-100.0%

$2,756-100.0%

Participant deferral / active EE

$4,048

$4,408-8.2%

$6,278-35.5%

$4,299-5.8%

Admin fee / account holder

$857

$7,168-88.0%

$10,419-91.8%

$6,940-87.6%

ELITE ESCROW SERVICES OF S D I 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELITE ESCROW SERVICES OF S D I 401(K) PROFIT SHARING PLAN & TRUST

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