Retirement plan

RODEN PROPERTIES, INC. DISCRETIONARY CONTRIBUTION PLAN

Name: RODEN PROPERTIES, INC. - RODEN PROPERTIES, INC. DISCRETIONARY CONTRIBUTION PLAN (2017) Form 5500
Creator: RODEN PROPERTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RODEN PROPERTIES, INC. DISCRETIONARY CONTRIBUTION PLAN, RODEN PROPERTIES, INC.

RODEN PROPERTIES, INC.EIN 33-0783281Plan #002PY 2017

225 EAST THIRD AVENUE - ESCONDIDO, CA 92025760-745-1485

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$57K

+127.4% from 2016

Total participants

0.0% from 2016

Average account balance

$56,856

+127.4% from 2016

Annual return

27.42%

+27.42 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$450K

Not enough data

1 years with asset history on file

Average account balance

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

$450K

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

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+24.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$56,856

$232,540-75.5%

$185,117-69.3%

$147,586-61.5%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

27.42%

43.03%-15.6pp

40.50%-13.1pp

578.59%-551.2pp

Employer contribution / active EE

$25,000

$5,195+381.2%

$4,182+497.9%

$4,876+412.7%

Participant deferral / active EE

$5,834-100.0%

$5,045-100.0%

$5,439-100.0%

Admin fee / account holder

$10,275-100.0%

$8,159-100.0%

$10,886-100.0%

RODEN PROPERTIES, INC. DISCRETIONARY CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RODEN PROPERTIES, INC. DISCRETIONARY CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion