Retirement plan

RIDGELINE INTERNATIONAL 401(K) PLAN

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

RIDGELINE INTERNATIONALEIN 47-2691130Plan #001PY 2017

8300 GREENSBORO DR. #L1-651 - TYSONS CORNER, VA 22102202-270-8797ridgelineintl.comLinkedIn201-500 employeescomputer & network security

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed November 24, 2020

Plan administrator

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8255 Greensboro Dr. Ste 500

Tysons Corner, VA 22102

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Plans declared (1)

Ridgeline NQ Plan18 emp

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Total assets (EOY)

$1.9M

+254.8% from 2016

Total participants

+55.2% from 2016

Average account balance

$48,894

+109.2% from 2016

Annual return

127.37%

-1226.50 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.15M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

234

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$350

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

1 years with F_SCH_H allocation on file

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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 codes2E2J2F2G3D

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$26K

$582 / participant

Other / not subdivided$26K100.0%

% of EOY assets

1.374%

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

$48,894

$85,766-43.0%

$136,297-64.1%

$70,124-30.3%

Participation rate

86.7%

74.2%+12.5pp

81.9%+4.7pp

69.5%+17.1pp

Annual return

127.37%

31.45%+95.9pp

5156.19%-5028.8pp

73.14%+54.2pp

Employer contribution / active EE

$10,560

$2,966+256.0%

$4,696+124.9%

$2,342+350.8%

Participant deferral / active EE

$5,170

$5,051+2.4%

$6,247-17.2%

$3,332+55.2%

Admin fee / account holder

$672

$5,420-87.6%

$9,244-92.7%

$4,645-85.5%

RIDGELINE INTERNATIONAL 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIDGELINE INTERNATIONAL 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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