Retirement plan

RELIABLE PERMIT SOLLUTIONS LLC 401 (K) PROFIT SHARING PLAN & TRUST

Name: RELIABLE PERMIT SOLUTIONS LLC - RELIABLE PERMIT SOLLUTIONS LLC 401 (K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: RELIABLE PERMIT SOLUTIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RELIABLE PERMIT SOLLUTIONS LLC 401 (K) PROFIT SHARING PLAN & TRUST, RELIABLE PERMIT SOLUTIONS LLC

RELIABLE PERMIT SOLUTIONS LLCEIN 26-3303968Plan #001PY 2016

4700 TOPEKA DR - TARZANA, CA 913564704818-356-4750LinkedIn1-10 employees

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$244K

+19.7% from 2015

Total participants

+7.1% from 2015

Average account balance

$18,780

+28.9% from 2015

Annual return

6.90%

+9.34 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3537

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$225 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.385%

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

$18,780

$83,337-77.5%

$67,834-72.3%

$273,970-93.1%

Participation rate

86.7%

76.4%+10.2pp

68.8%+17.9pp

83.0%+3.7pp

Annual return

6.90%

259.45%-252.5pp

138.47%-131.6pp

41.46%-34.6pp

Employer contribution / active EE

$3,287-100.0%

$2,403-100.0%

$4,869-100.0%

Participant deferral / active EE

$1,956

$4,088-52.2%

$3,160-38.1%

$5,287-63.0%

Admin fee / account holder

$260

$6,752-96.1%

$4,622-94.4%

$10,132-97.4%

RELIABLE PERMIT SOLLUTIONS LLC 401 (K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RELIABLE PERMIT SOLLUTIONS LLC 401 (K) PROFIT SHARING 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