Retirement plan

ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P. 401(K) PROFIT SHARING PLAN

Name: ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P. - ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P. 401(K) PROFIT SHARING PLAN, ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P.

ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P.EIN 36-4905290Plan #001PY 2020

P. O. BOX 698 - CALIFORNIA, PA 15419724-938-8530

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$443K

No prior year

Total participants

No prior year

Average account balance

$63,221

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$761K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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

$46K

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

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1279

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 codes2E2F2J2T3B3D

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).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$176K

$15976 / participant

Other / not subdivided$176K100.0%

% of EOY assets

39.710%

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

$63,221

$118,695-46.7%

$98,916-36.1%

$158,950-60.2%

Participation rate

63.6%

77.8%-14.2pp

76.0%-12.4pp

82.0%-18.3pp

Annual return

0.00%

372.39%-372.4pp

196.45%-196.4pp

302.91%-302.9pp

Employer contribution / active EE

$1,534

$3,333-54.0%

$2,689-42.9%

$4,762-67.8%

Participant deferral / active EE

$3,934

$5,088-22.7%

$4,245-7.3%

$5,983-34.2%

Admin fee / account holder

$25,105

$10,132+147.8%

$6,642+278.0%

$11,248+123.2%

ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSE PLASTIC MEDICAL PACKAGING USA, L.L.L.P. 401(K) PROFIT SHARING 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