Retirement plan

RDD ENTERPRISES LLC 401K PROFIT SHARING PLAN

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

RDD ENTERPRISES, LLCEIN 20-5745397Plan #001PY 2020

2244 SE AIRPORT WAY, SUITE 130 - REDMOND, OR 97756541-504-0305rddent.comLinkedIn11-50 employeesairlines/aviation

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$98K

+93.5% from 2019

Total participants

-25.8% from 2019

Average account balance

$4,890

+122.5% from 2019

Annual return

29.54%

+29.54 pp from 2019

Benchmarks

See 21,446 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,446 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$146K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$754

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

+6.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1175

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 codes2E2G2J3B3D

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.
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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$148 / participant

Other / not subdivided$3K100.0%

% of EOY assets

3.481%

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

$4,890

$112,131-95.6%

$95,964-94.9%

$158,982-96.9%

Participation rate

87.0%

79.0%+8.0pp

77.1%+9.9pp

82.0%+5.0pp

Annual return

29.54%

171.19%-141.6pp

91.64%-62.1pp

302.99%-273.5pp

Employer contribution / active EE

$715

$3,199-77.6%

$2,541-71.8%

$4,763-85.0%

Participant deferral / active EE

$798

$4,784-83.3%

$4,167-80.9%

$5,983-86.7%

Admin fee / account holder

$170

$10,136-98.3%

$6,797-97.5%

$11,252-98.5%

RDD ENTERPRISES LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RDD ENTERPRISES LLC 401K 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