Retirement plan

RUGGIERO PLANTE 401K PROFIT SHARING PLAN AND TRUST

Name: RUGGIERO PLANTE LAND DESIGN LLC - RUGGIERO PLANTE 401K PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: RUGGIERO PLANTE LAND DESIGN LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUGGIERO PLANTE 401K PROFIT SHARING PLAN AND TRUST, RUGGIERO PLANTE LAND DESIGN LLC

RUGGIERO PLANTE LAND DESIGN LLCEIN 26-4525702Plan #001PY 2017

4220 MAIN ST - PHILADELPHIA, PA 19127215-508-3900ruggieroplante.comLinkedIn11-50 employeescivil engineering

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$959K

+38.7% from 2016

Total participants

+3.4% from 2016

Average account balance

$33,070

+38.7% from 2016

Annual return

16.64%

+6.67 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.40M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

173.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$270K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16544

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$119 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.274%

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

$33,070

$106,003-68.8%

$92,236-64.1%

$147,585-77.6%

Participation rate

95.5%

80.4%+15.0pp

76.5%+19.0pp

82.8%+12.6pp

Annual return

16.64%

50.05%-33.4pp

176.29%-159.6pp

578.57%-561.9pp

Employer contribution / active EE

$2,181

$4,333-49.7%

$3,679-40.7%

$4,876-55.3%

Participant deferral / active EE

$4,867

$4,478+8.7%

$3,897+24.9%

$5,439-10.5%

Admin fee / account holder

$91

$6,333-98.6%

$5,194-98.3%

$10,885-99.2%

RUGGIERO PLANTE 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUGGIERO PLANTE 401K PROFIT SHARING PLAN AND 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