Retirement plan

ROSLINDALE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: ROSLINDALE PARTNERS LLC - ROSLINDALE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: ROSLINDALE PARTNERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSLINDALE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, ROSLINDALE PARTNERS LLC

ROSLINDALE PARTNERS LLCEIN 47-1188916Plan #001PY 2019

67 KEMBLE ST, SUITE 3.1 - BOSTON, MA 02119617-887-0100

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$43K

+664.9% from 2018

Total participants

+6.7% from 2018

Average account balance

$1,433

+78.5% from 2018

Annual return

-1.65%

-1.65 pp from 2018

Benchmarks

See 4,197 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,197 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$141K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$468

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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$203 / participant

Other / not subdivided$5K100.0%

% of EOY assets

12.287%

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

$1,433

$48,053-97.0%

$84,623-98.3%

$72,983-98.0%

Participation rate

92.3%

57.6%+34.7pp

68.2%+24.1pp

69.5%+22.8pp

Annual return

-1.65%

37.39%-39.0pp

258.77%-260.4pp

81.01%-82.7pp

Employer contribution / active EE

$614

$1,602-61.7%

$2,652-76.9%

$2,440-74.8%

Participant deferral / active EE

$868

$2,681-67.6%

$3,899-77.7%

$3,608-75.9%

Admin fee / account holder

$176

$3,395-94.8%

$4,913-96.4%

$5,124-96.6%

ROSLINDALE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSLINDALE PARTNERS LLC 401(K) PROFIT SHARING PLAN & 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