Retirement plan

RURAL ROUTE 1 II PROFIT SHARING PLAN AND TRUST

Name: RURAL ROUTE 1, INC. - RURAL ROUTE 1 II PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: RURAL ROUTE 1, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RURAL ROUTE 1 II PROFIT SHARING PLAN AND TRUST, RURAL ROUTE 1, INC.

RURAL ROUTE 1, INC.EIN 39-1556540Plan #001PY 2017

11623 STATE ROAD 80 - LIVINGSTON, WI 53554608-943-6363LinkedIn51-200 employeesfarming

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+21.4% from 2016

Total participants

-4.3% from 2016

Average account balance

$35,442

+15.2% from 2016

Annual return

16.43%

+6.24 pp from 2016

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.35M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

78.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1050

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 codes2E2F2G2T3D

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.
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.
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

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

$62K

$1295 / participant

Other / not subdivided$62K100.0%

% of EOY assets

3.023%

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

$35,442

$57,828-38.7%

$117,039-69.7%

$70,126-49.5%

Participation rate

83.3%

67.1%+16.2pp

77.2%+6.1pp

69.5%+13.8pp

Annual return

16.43%

17.55%-1.1pp

18.95%-2.5pp

73.15%-56.7pp

Employer contribution / active EE

$2,630

$1,816+44.8%

$3,785-30.5%

$2,343+12.3%

Participant deferral / active EE

$2,438-100.0%

$3,929-100.0%

$3,332-100.0%

Admin fee / account holder

$1,071

$3,548-69.8%

$5,974-82.1%

$4,645-76.9%

RURAL ROUTE 1 II PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RURAL ROUTE 1 II 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