Retirement plan

RELIANT REALTY, LLC 401(K) PLAN

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

RELIANT REALTY, LLC 401(K) PLANEIN 26-3239237Plan #001PY 2020

1517 HUNT CLUB BLVD, STE 200 - GALLATIN, TN 37066615-724-5399reliantrealty.comLinkedIn501-1000 employeesreal estate

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$265K

+51.8% from 2019

Total participants

-3.8% from 2019

Average account balance

$5,297

-33.2% from 2019

Annual return

19.44%

-23.71 pp from 2019

Benchmarks

See 3,715 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,715 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

76.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1724

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

$10K

$217 / participant

Other / not subdivided$10K100.0%

% of EOY assets

3.935%

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

$5,297

$72,027-92.6%

$185,861-97.2%

$79,856-93.4%

Participation rate

100.0%

65.8%+34.2pp

78.0%+22.0pp

69.6%+30.4pp

Annual return

19.44%

23.13%-3.7pp

35.96%-16.5pp

31.71%-12.3pp

Employer contribution / active EE

$1,965-100.0%

$4,088-100.0%

$2,471-100.0%

Participant deferral / active EE

$1,386

$3,780-63.3%

$5,634-75.4%

$3,741-62.9%

Admin fee / account holder

$208

$4,513-95.4%

$9,503-97.8%

$5,306-96.1%

RELIANT REALTY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RELIANT REALTY, LLC 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