Retirement plan

ROSE & DOBYNS CO., L.P.A. 401(K) RETIREMENT PLAN

Name: ROSE & DOBYNS CO., L.P.A. - ROSE & DOBYNS CO., L.P.A. 401(K) RETIREMENT PLAN (2022) Form 5500
Creator: ROSE & DOBYNS CO., L.P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSE & DOBYNS CO., L.P.A. 401(K) RETIREMENT PLAN, ROSE & DOBYNS CO., L.P.A.

ROSE & DOBYNS CO., L.P.A.EIN 31-1604388Plan #001PY 2022

97 N SOUTH ST - WILMINGTON, OH 451771644937-382-2838rosedobynslaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$85K

-14.1% from 2021

Total participants

+14.3% from 2021

Average account balance

$28,404

-14.1% from 2021

Annual return

-14.05%

-26.30 pp from 2021

Benchmarks

See 1,675 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,675 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$133K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$130

$19 / participant

Other / not subdivided$130100.0%

% of EOY assets

0.153%

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

$28,404

$175,600-83.8%

$129,110-78.0%

$134,509-78.9%

Participation rate

28.6%

81.6%-53.0pp

77.3%-48.7pp

81.2%-52.7pp

Annual return

-14.05%

-11.39%-2.7pp

-10.94%-3.1pp

418.13%-432.2pp

Employer contribution / active EE

$6,355-100.0%

$5,052-100.0%

$4,741-100.0%

Participant deferral / active EE

$7,975-100.0%

$6,542-100.0%

$6,400-100.0%

Admin fee / account holder

$43

$23,567-99.8%

$14,302-99.7%

$11,427-99.6%

ROSE & DOBYNS CO., L.P.A. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSE & DOBYNS CO., L.P.A. 401(K) RETIREMENT 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