Retirement plan

REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: REALTY PROMOTIONS, INC. - REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: REALTY PROMOTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN, REALTY PROMOTIONS, INC.

REALTY PROMOTIONS, INC.EIN 20-2096571Plan #001PY 2020

726 E. MAIN STREET, SUITE 202 - MIDDLETOWN, NY 10940845-381-5777comehometoorangecounty.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$613K

+31.3% from 2019

Total participants

0.0% from 2019

Average account balance

$122,615

+57.5% from 2019

Annual return

19.35%

-5.31 pp from 2019

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.11%

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 codes2J

Plan features

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

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

$17K

$2780 / participant

Other / not subdivided$17K100.0%

% of EOY assets

2.721%

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

$122,615

$228,352-46.3%

$185,835-34.0%

$158,966-22.9%

Participation rate

83.3%

82.3%+1.0pp

78.0%+5.3pp

82.0%+1.4pp

Annual return

19.35%

40.81%-21.5pp

35.96%-16.6pp

302.95%-283.6pp

Employer contribution / active EE

$1,359

$4,967-72.6%

$4,087-66.8%

$4,762-71.5%

Participant deferral / active EE

$10,685

$6,416+66.5%

$5,633+89.7%

$5,983+78.6%

Admin fee / account holder

$3,336

$11,867-71.9%

$9,502-64.9%

$11,250-70.3%

REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING 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