Retirement plan

ROEHR TOOL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: ROEHR TOOL SOLUTIONS, INC. - ROEHR TOOL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ROEHR TOOL SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROEHR TOOL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN, ROEHR TOOL SOLUTIONS, INC.

ROEHR TOOL SOLUTIONS, INC.EIN 47-5669482Plan #001PY 2017

52 OLD WILLARD ROAD - LEOMINSTER, MA 01453978-562-4488roehrtool.comLinkedIn11-50 employeesplastics

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$595K

+17.4% from 2016

Total participants

+12.5% from 2016

Average account balance

$74,436

+17.4% from 2016

Annual return

8.88%

+8.88 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17204

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$18K

$1944 / participant

Other / not subdivided$18K100.0%

% of EOY assets

2.939%

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

$74,436

$98,240-24.2%

$82,312-9.6%

$147,586-49.6%

Participation rate

88.9%

79.7%+9.2pp

76.9%+12.0pp

82.8%+6.1pp

Annual return

8.88%

30.85%-22.0pp

25.88%-17.0pp

578.59%-569.7pp

Employer contribution / active EE

$3,192-100.0%

$2,428-100.0%

$4,876-100.0%

Participant deferral / active EE

$6,749

$4,383+54.0%

$3,706+82.1%

$5,439+24.1%

Admin fee / account holder

$2,188

$8,563-74.5%

$5,608-61.0%

$10,886-79.9%

ROEHR TOOL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROEHR TOOL SOLUTIONS, INC. 401(K) PROFIT SHARING 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