Retirement plan

FORM ROLL DIE CORPORATION PROFIT SHARING PLAN

Name: FORM ROLL DIE CORPORATION - FORM ROLL DIE CORPORATION PROFIT SHARING PLAN (2023) Form 5500
Creator: FORM ROLL DIE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORM ROLL DIE CORPORATION PROFIT SHARING PLAN, FORM ROLL DIE CORPORATION

FORM ROLL DIE CORPORATIONEIN 04-2278243Plan #001PY 2023

217 STAFFORD STREET - WORCESTER, MA 01603508-755-2010

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.9M

+13.9% from 2022

Total participants

0.0% from 2022

Average account balance

$459,426

+18.3% from 2022

Annual return

12.79%

+26.82 pp from 2022

Benchmarks

See 22,643 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,643 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.63M

Not enough data

1 years with asset history on file

Average account balance

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

$526K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27073

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$93K

$4419 / participant

Other / not subdivided$93K100.0%

% of EOY assets

0.777%

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

$459,426

$110,212+316.9%

$96,534+375.9%

$139,466+229.4%

Participation rate

90.5%

78.1%+12.4pp

76.0%+14.5pp

80.3%+10.1pp

Annual return

12.79%

26.42%-13.6pp

25.88%-13.1pp

373.66%-360.9pp

Employer contribution / active EE

$9,992

$3,620+176.0%

$2,965+236.9%

$4,754+110.2%

Participant deferral / active EE

$5,547-100.0%

$4,851-100.0%

$6,712-100.0%

Admin fee / account holder

$3,569

$11,599-69.2%

$8,253-56.8%

$11,409-68.7%

FORM ROLL DIE CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORM ROLL DIE CORPORATION 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