Retirement plan

AD RISBERG 401(K) PLAN TRUST

Name: ANITA RISBERG - AD RISBERG 401(K) PLAN TRUST (2020) Form 5500
Creator: ANITA RISBERG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AD RISBERG 401(K) PLAN TRUST, ANITA RISBERG

ANITA RISBERGdba AD RISBERG COMMERCIAL & INVESTMENT REALEIN 32-0133567Plan #001PY 2020

P.O. BOX 575 - LAKE OSWEGO, OR 97034503-363-5995

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$453K

+0.9% from 2019

Total participants

0.0% from 2019

Average account balance

$452,530

+0.9% from 2019

Annual return

-6.30%

+25.26 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$407K

Not enough data

1 years with asset history on file

Average account balance

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

$407K

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.

100.0%

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

+38.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27250

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$56

$56 / participant

Other / not subdivided$56100.0%

% of EOY assets

0.012%

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

$452,530

$228,395+98.1%

$185,861+143.5%

$158,982+184.6%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

-6.30%

40.82%-47.1pp

35.96%-42.3pp

302.99%-309.3pp

Employer contribution / active EE

$6,423

$4,968+29.3%

$4,088+57.1%

$4,763+34.9%

Participant deferral / active EE

$25,922

$6,417+303.9%

$5,634+360.1%

$5,983+333.2%

Admin fee / account holder

$56

$11,869-99.5%

$9,503-99.4%

$11,252-99.5%

AD RISBERG 401(K) PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AD RISBERG 401(K) 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