Retirement plan

WILLIAM J. RINN, III, PROFIT SHARING 401(K) PENSION PLAN

Name: WILLIAM J. RINN, III - WILLIAM J. RINN, III, PROFIT SHARING 401(K) PENSION PLAN (2017) Form 5500
Creator: WILLIAM J. RINN, III
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM J. RINN, III, PROFIT SHARING 401(K) PENSION PLAN, WILLIAM J. RINN, III

WILLIAM J. RINN, IIIEIN 20-1941912Plan #002PY 2017

C/O CARNOW AND ASSOCIATES, LTD., 778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-501-4622

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.8M

+21.0% from 2016

Total participants

0.0% from 2016

Average account balance

$366,151

+21.0% from 2016

Annual return

14.82%

+4.29 pp from 2016

Benchmarks

See 30,803 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,803 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88M

Not enough data

1 years with asset history on file

Average account balance

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

$647K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+13.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5307

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 codes2E2F2J

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).
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$366,151

$171,865+113.0%

$149,718+144.6%

$147,585+148.1%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

14.82%

2113.29%-2098.5pp

1501.67%-1486.8pp

578.56%-563.7pp

Employer contribution / active EE

$6,275-100.0%

$5,445-100.0%

$4,876-100.0%

Participant deferral / active EE

$18,600

$7,270+155.8%

$6,569+183.2%

$5,439+242.0%

Admin fee / account holder

$13,799-100.0%

$11,283-100.0%

$10,885-100.0%

WILLIAM J. RINN, III, PROFIT SHARING 401(K) PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WILLIAM J. RINN, III, PROFIT SHARING 401(K) PENSION 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