Retirement plan

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

Name: ROSLINDALE PARTNERS LLC - ROSLINDALE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST (2020) 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 2020

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

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$94K

+117.8% from 2019

Total participants

-12.5% from 2019

Average account balance

$3,467

+142.0% from 2019

Annual return

25.63%

+27.29 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

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

1 tripped

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

$6K

$226 / participant

Other / not subdivided$6K100.0%

% of EOY assets

6.288%

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

$3,467

$52,279-93.4%

$89,414-96.1%

$79,852-95.7%

Participation rate

96.2%

57.5%+38.6pp

68.0%+28.2pp

69.6%+26.5pp

Annual return

25.63%

22.16%+3.5pp

245.50%-219.9pp

31.72%-6.1pp

Employer contribution / active EE

$572

$1,572-63.6%

$2,586-77.9%

$2,471-76.9%

Participant deferral / active EE

$1,097

$2,740-60.0%

$3,890-71.8%

$3,740-70.7%

Admin fee / account holder

$218

$3,356-93.5%

$4,883-95.5%

$5,306-95.9%

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