Retirement plan

ROTA-MILL, INC. 401(K) PLAN

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

ROTA-MILL, INC.EIN 23-2405829Plan #001PY 2020

784 MEMORIAL HIGHWAY - OLEY, PA 19547610-987-0708rota-mill.comLinkedIn51-200 employeesconstruction

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$591K

+42.7% from 2019

Total participants

+10.3% from 2019

Average account balance

$13,753

+2.8% from 2019

Annual return

17.06%

-7.26 pp from 2019

Benchmarks

See 16,252 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$828K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3942

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 codes2E2G2J3D

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.
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

1 tripped

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

$7K

$169 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.232%

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

$13,753

$72,272-81.0%

$101,264-86.4%

$79,858-82.8%

Participation rate

100.0%

68.5%+31.5pp

75.8%+24.2pp

69.6%+30.4pp

Annual return

17.06%

22.30%-5.2pp

46.48%-29.4pp

31.72%-14.7pp

Employer contribution / active EE

$699

$2,692-74.0%

$3,660-80.9%

$2,471-71.7%

Participant deferral / active EE

$1,850

$3,282-43.6%

$4,370-57.7%

$3,740-50.5%

Admin fee / account holder

$169

$4,401-96.1%

$5,947-97.2%

$5,306-96.8%

ROTA-MILL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROTA-MILL, INC. 401(K) 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