Retirement plan

REAL ESTATE STANDARDS ORGANIZATION 401K PLAN

Name: REAL ESTATE STANDARDS ORGANIZATION - REAL ESTATE STANDARDS ORGANIZATION 401K PLAN (2018) Form 5500
Creator: REAL ESTATE STANDARDS ORGANIZATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REAL ESTATE STANDARDS ORGANIZATION 401K PLAN, REAL ESTATE STANDARDS ORGANIZATION

REAL ESTATE STANDARDS ORGANIZATIONEIN 45-4079029Plan #001PY 2018

PO BOX 10824 - RALEIGH, NC 27605919-691-1252reso.orgLinkedIn1-10 employeesinformation services

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$70K

+101.8% from 2017

Total participants

+50.0% from 2017

Average account balance

$17,519

+101.8% from 2017

Annual return

-15.44%

-45.73 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$617K

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1374

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 codes2E2F2G2J2T3D

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.
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.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$414

$69 / participant

Other / not subdivided$414100.0%

% of EOY assets

0.591%

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

$17,519

$90,607-80.7%

$79,467-78.0%

$135,380-87.1%

Participation rate

66.7%

76.0%-9.4pp

73.3%-6.7pp

82.6%-16.0pp

Annual return

-15.44%

977.74%-993.2pp

718.30%-733.7pp

519.81%-535.2pp

Employer contribution / active EE

$2,632

$3,068-14.2%

$2,800-6.0%

$4,779-44.9%

Participant deferral / active EE

$4,154

$4,050+2.6%

$3,704+12.1%

$5,609-25.9%

Admin fee / account holder

$104

$5,895-98.2%

$5,104-98.0%

$10,828-99.0%

REAL ESTATE STANDARDS ORGANIZATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REAL ESTATE STANDARDS ORGANIZATION 401K 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