Retirement plan

ROSSROCK SAVINGS INCENTIVE PLAN

Name: ROSSROCK LLC - ROSSROCK SAVINGS INCENTIVE PLAN (2015) Form 5500
Creator: ROSSROCK LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSSROCK SAVINGS INCENTIVE PLAN, ROSSROCK LLC

ROSSROCK LLCEIN 13-3864454Plan #004PY 2015

150 E 52ND ST 27TH FL - NEW YORK, NY 100226017212-888-2720

Other plans on this EIN

1 filing

#003Retirement-$1.0M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.3M

No prior year

Total participants

No prior year

Average account balance

$897,831

No prior year

Annual return

-0.77%

No prior year

Benchmarks

See 109 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Cohort109 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$897,831

$363,850+146.8%

$155,789+476.3%

Participation rate

0.0%

50.7%-50.7pp

76.1%-76.1pp

Annual return

-0.77%

-3.26%+2.5pp

71.54%-72.3pp

Employer contribution / active EE

$1,069-100.0%

$3,839-100.0%

Participant deferral / active EE

$2,383-100.0%

$4,798-100.0%

Admin fee / account holder

$13,180-100.0%

$7,477-100.0%

ROSSROCK SAVINGS INCENTIVE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROSSROCK SAVINGS INCENTIVE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion