Retirement plan

RE 401(K) RETIREMENT PLAN

Name: ROLFS ELERT OFFICE ARCHITECTURE AND DESIGN PLLC - RE 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: ROLFS ELERT OFFICE ARCHITECTURE AND DESIGN PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RE 401(K) RETIREMENT PLAN, ROLFS ELERT OFFICE ARCHITECTURE AND DESIGN PLLC

ROLFS ELERT OFFICE ARCHITECTURE AND DESIGN PLLCEIN 46-0609976Plan #001PY 2019

168 IRVING AVENUE, SUITE 301 - PORT CHESTER, NY 10573203-918-0205LinkedIn1-10 employeesarchitecture & planning

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$661K

+44.2% from 2018

Total participants

+25.0% from 2018

Average account balance

$132,161

+15.3% from 2018

Annual return

16.48%

+23.63 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$306K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+16.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1113

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$132,161

$157,304-16.0%

$141,197-6.4%

$152,909-13.6%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

16.48%

64.34%-47.9pp

71.41%-54.9pp

345.46%-329.0pp

Employer contribution / active EE

$15,051

$5,263+186.0%

$4,736+217.8%

$4,764+215.9%

Participant deferral / active EE

$10,322

$7,111+45.2%

$6,710+53.8%

$5,851+76.4%

Admin fee / account holder

$12,126-100.0%

$10,265-100.0%

$11,601-100.0%

RE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion