Retirement plan

REALLYGREATRATE, INC. 401K PROFIT SHARING PLAN

Name: REALLYGREATRATE, INC. - REALLYGREATRATE, INC. 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: REALLYGREATRATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REALLYGREATRATE, INC. 401K PROFIT SHARING PLAN, REALLYGREATRATE, INC.

REALLYGREATRATE, INC.EIN 20-1758549Plan #001PY 2018

2041 ROSECRANS AVE., STE. 320 - EL SEGUNDO, CA 90245310-540-8222

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+6.6% from 2017

Total participants

+6.7% from 2017

Average account balance

$91,713

-0.1% from 2017

Annual return

-6.60%

-30.64 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.38M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

163.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$377K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+19.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$849

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$91,713

$160,059-42.7%

$140,019-34.5%

$135,380-32.3%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-6.60%

911.48%-918.1pp

651.17%-657.8pp

519.81%-526.4pp

Employer contribution / active EE

$15,657

$6,420+143.9%

$5,605+179.3%

$4,779+227.6%

Participant deferral / active EE

$10,241

$7,641+34.0%

$6,927+47.9%

$5,609+82.6%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

REALLYGREATRATE, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REALLYGREATRATE, INC. 401K PROFIT SHARING 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