Retirement plan

RIVERHORSE PARTNERS 401(K) PLAN

Name: RIVERHORSE PARTNERS, LLC - RIVERHORSE PARTNERS 401(K) PLAN (2017) Form 5500
Creator: RIVERHORSE PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIVERHORSE PARTNERS 401(K) PLAN, RIVERHORSE PARTNERS, LLC

RIVERHORSE PARTNERS, LLCEIN 45-2520573Plan #001PY 2017

PO BOX 1914 - PARK CITY, UT 84060435-649-3536

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$205K

+105.1% from 2016

Total participants

+53.5% from 2016

Average account balance

$12,842

+15.4% from 2016

Annual return

22.68%

+0.11 pp from 2016

Benchmarks

See 2,983 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,983 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

37.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10352

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 codes2E2F2G2J2T3B3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$22 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.694%

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

$12,842

$35,183-63.5%

$73,550-82.5%

$70,126-81.7%

Participation rate

21.9%

42.9%-21.1pp

54.9%-33.1pp

69.5%-47.7pp

Annual return

22.68%

26.90%-4.2pp

-15.16%+37.8pp

73.15%-50.5pp

Employer contribution / active EE

$611

$709-13.8%

$1,219-49.9%

$2,343-73.9%

Participant deferral / active EE

$680

$1,220-44.3%

$1,804-62.3%

$3,332-79.6%

Admin fee / account holder

$89

$2,302-96.1%

$2,320-96.2%

$4,645-98.1%

RIVERHORSE PARTNERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIVERHORSE PARTNERS 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