Retirement plan

RATHMANNER ENTERPRISES, INC 401(K) PLAN

Name: RATHMANNER ENTERPRISES, INC - RATHMANNER ENTERPRISES, INC 401(K) PLAN (2021) Form 5500
Creator: RATHMANNER ENTERPRISES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RATHMANNER ENTERPRISES, INC 401(K) PLAN, RATHMANNER ENTERPRISES, INC

RATHMANNER ENTERPRISES, INCEIN 41-1863040Plan #002PY 2021

3555 WILLOW LAKE BLVD - VADNAIS HEIGHTS, MN 55110651-485-1555

Other plans on this EIN

1 filing

#001Retirement-$478K assets

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$147K

+108.6% from 2020

Total participants

0.0% from 2020

Average account balance

$73,640

+213.0% from 2020

Annual return

16.56%

+16.56 pp from 2020

Benchmarks

See 17,099 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,099 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$332K

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$501

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$433

$144 / participant

Other / not subdivided$433100.0%

% of EOY assets

0.294%

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

$73,640

$227,597-67.6%

$189,575-61.2%

$167,536-56.0%

Participation rate

66.7%

82.5%-15.8pp

78.4%-11.8pp

82.1%-15.4pp

Annual return

16.56%

78.44%-61.9pp

64.19%-47.6pp

478.82%-462.3pp

Employer contribution / active EE

$4,333

$5,316-18.5%

$4,412-1.8%

$4,839-10.5%

Participant deferral / active EE

$17,333

$7,002+147.5%

$6,174+180.8%

$6,342+173.3%

Admin fee / account holder

$217

$11,877-98.2%

$9,806-97.8%

$12,315-98.2%

RATHMANNER ENTERPRISES, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RATHMANNER ENTERPRISES, INC 401(K) 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