Retirement plan

ROSIE'S PLACE, INC. RETIREMENT PLAN

Name: ROSIE'S PLACE, INC. - ROSIE'S PLACE, INC. RETIREMENT PLAN (2021) Form 5500
Creator: ROSIE'S PLACE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSIE'S PLACE, INC. RETIREMENT PLAN, ROSIE'S PLACE, INC.

ROSIE'S PLACE, INC.EIN 04-2582187Plan #002PY 2021

889 HARRISON AVENUE - BOSTON, MA 021184004617-318-0204rosiesplace.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.6M

+19.9% from 2020

Total participants

+5.6% from 2020

Average account balance

$61,865

+34.3% from 2020

Annual return

12.98%

-1.18 pp from 2020

Benchmarks

See 18,809 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,809 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.12M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$921K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6955

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 codes2E2F2G2J2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

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

$297K

$3856 / participant

Other / not subdivided$297K100.0%

% of EOY assets

6.398%

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

$61,865

$95,383-35.1%

$185,837-66.7%

$85,856-27.9%

Participation rate

74.0%

68.8%+5.3pp

81.7%-7.7pp

69.3%+4.7pp

Annual return

12.98%

23.59%-10.6pp

122.08%-109.1pp

318.58%-305.6pp

Employer contribution / active EE

$4,102

$3,313+23.8%

$5,168-20.6%

$2,565+59.9%

Participant deferral / active EE

$2,803

$3,423-18.1%

$5,568-49.7%

$3,952-29.1%

Admin fee / account holder

$3,958

$7,213-45.1%

$16,241-75.6%

$6,261-36.8%

ROSIE'S PLACE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSIE'S PLACE, INC. RETIREMENT 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