Retirement plan

RHO CAPITAL PARTNERS, INC. SAVINGS PLAN

Name: RHO CAPITAL PARTNERS, INC. - RHO CAPITAL PARTNERS, INC. SAVINGS PLAN (2017) Form 5500
Creator: RHO CAPITAL PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RHO CAPITAL PARTNERS, INC. SAVINGS PLAN, RHO CAPITAL PARTNERS, INC.

RHO CAPITAL PARTNERS, INC.EIN 13-3087622Plan #002PY 2017

152 W. 57TH STREET, 23RD FLOOR - NEW YORK, NY 10019212-751-6677rho.comLinkedIn11-50 employeesventure capital & private equity

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.8M

+11.3% from 2016

Total participants

-36.8% from 2016

Average account balance

$226,978

+53.8% from 2016

Annual return

15.80%

+7.90 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$763K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+20.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$679

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 codes2E2F2G2J3B3D3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$341K

$24368 / participant

Other / not subdivided$341K100.0%

% of EOY assets

7.157%

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

$226,978

$171,867+32.1%

$149,721+51.6%

$147,586+53.8%

Participation rate

78.6%

88.2%-9.6pp

87.1%-8.5pp

82.8%-4.3pp

Annual return

15.80%

2113.36%-2097.6pp

1501.67%-1485.9pp

578.59%-562.8pp

Employer contribution / active EE

$6,275-100.0%

$5,444-100.0%

$4,876-100.0%

Participant deferral / active EE

$10,388

$7,270+42.9%

$6,568+58.2%

$5,439+91.0%

Admin fee / account holder

$16,245

$13,799+17.7%

$11,282+44.0%

$10,886+49.2%

RHO CAPITAL PARTNERS, INC. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RHO CAPITAL PARTNERS, INC. SAVINGS 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