Retirement plan

TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

Name: THE RUGBY SCHOOL, INC. - TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC. (2015) Form 5500
Creator: THE RUGBY SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC., THE RUGBY SCHOOL, INC.

THE RUGBY SCHOOL, INC.EIN 22-2561017Plan #004PY 2015

PO BOX 1403 - WALL, NJ 07719732-681-6900

Other plans on this EIN

1 filing

#002Retirement-$5.9M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$651K

No prior year

Total participants

No prior year

Average account balance

$40,716

No prior year

Annual return

201.87%

No prior year

Benchmarks

See 4,198 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,198 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+4.04%

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 codes2L2G

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$2100.0%

% of EOY assets

0.000%

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

$40,716

$64,311-36.7%

$57,356-29.0%

$125,389-67.5%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

83.2%+16.8pp

Annual return

201.87%

25.14%+176.7pp

24.41%+177.5pp

282.24%-80.4pp

Employer contribution / active EE

$3,193-100.0%

$2,689-100.0%

$4,866-100.0%

Participant deferral / active EE

$1,702

$3,846-55.8%

$3,162-46.2%

$5,352-68.2%

Admin fee / account holder

$5,243-100.0%

$3,357-100.0%

$9,541-100.0%

TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

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