Retirement plan

RANCO CONSTRUCTION, INC. PROFIT SHARING/401K PLAN & TRUST

Name: RANCO CONSTRUCTION, INC. - RANCO CONSTRUCTION, INC. PROFIT SHARING/401K PLAN & TRUST (2017) Form 5500
Creator: RANCO CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RANCO CONSTRUCTION, INC. PROFIT SHARING/401K PLAN & TRUST, RANCO CONSTRUCTION, INC.

RANCO CONSTRUCTION, INC.EIN 22-2274431Plan #001PY 2017

2 COLEMAN COURT - SOUTHAMPTON, NJ 08088609-801-1808LinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+26.2% from 2016

Total participants

0.0% from 2016

Average account balance

$133,191

+26.2% from 2016

Annual return

13.41%

+5.06 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.78M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

103.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$268K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+22.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19316

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 codes2E2F2G2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Admin total

$195

$11 / participant

Other / not subdivided$195100.0%

% of EOY assets

0.008%

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

$133,191

$106,008+25.6%

$92,240+44.4%

$147,586-9.8%

Participation rate

83.3%

80.4%+2.9pp

76.5%+6.9pp

82.8%+0.5pp

Annual return

13.41%

50.05%-36.6pp

176.29%-162.9pp

578.59%-565.2pp

Employer contribution / active EE

$3,711

$4,333-14.4%

$3,680+0.8%

$4,876-23.9%

Participant deferral / active EE

$10,577

$4,478+136.2%

$3,897+171.4%

$5,439+94.5%

Admin fee / account holder

$10

$6,333-99.8%

$5,194-99.8%

$10,886-99.9%

RANCO CONSTRUCTION, INC. PROFIT SHARING/401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RANCO CONSTRUCTION, INC. PROFIT SHARING/401K PLAN & TRUST

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