Retirement plan

HOROVITZ RUDOY & ROTEMAN PROFIT SHARING PLAN

Name: HOROVITZ, RUDOY & ROTEMAN LLC - HOROVITZ RUDOY & ROTEMAN PROFIT SHARING PLAN (2020) Form 5500
Creator: HOROVITZ, RUDOY & ROTEMAN LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOROVITZ RUDOY & ROTEMAN PROFIT SHARING PLAN, HOROVITZ, RUDOY & ROTEMAN LLC

HOROVITZ, RUDOY & ROTEMAN LLCEIN 25-1031723Plan #001PY 2020

875 GREENTREE ROAD, SEVEN PARKWAY CENTER, SUITE 1000 - PITTSBURGH, PA 152203717412-391-2920

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$18.6M

+29.9% from 2019

Total participants

+51.7% from 2019

Average account balance

$204,012

-14.3% from 2019

Annual return

25.56%

+3.17 pp from 2019

Benchmarks

See 26,423 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,423 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.25M

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

134.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$924K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84078

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 codes2E2G2J3B

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.

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

$108K

$2257 / participant

Other / not subdivided$108K100.0%

% of EOY assets

0.584%

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

$204,012

$98,760+106.6%

$149,715+36.3%

$79,858+155.5%

Participation rate

100.0%

75.8%+24.2pp

82.5%+17.5pp

69.6%+30.4pp

Annual return

25.56%

27.43%-1.9pp

276.66%-251.1pp

31.72%-6.2pp

Employer contribution / active EE

$5,532

$3,217+72.0%

$4,645+19.1%

$2,471+123.9%

Participant deferral / active EE

$9,757

$5,681+71.8%

$6,842+42.6%

$3,740+160.9%

Admin fee / account holder

$1,190

$6,053-80.3%

$9,310-87.2%

$5,306-77.6%

HOROVITZ RUDOY & ROTEMAN PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOROVITZ RUDOY & ROTEMAN 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