Retirement plan

R&R VENTURE 401K PLAN

Name: R&R VENTURE - R&R VENTURE 401K PLAN (2016) Form 5500
Creator: R&R VENTURE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R&R VENTURE 401K PLAN, R&R VENTURE

R&R VENTUREEIN 52-2030070Plan #001PY 2016

6 DICKINSON DRIVE, SUITE 211 - CHADDS FORD, PA 19317610-459-4777LinkedIn1-10 employeessupermarkets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$280K

+14.1% from 2015

Total participants

0.0% from 2015

Average account balance

$69,925

+14.1% from 2015

Annual return

8.66%

+18.98 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+34.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$200

$50 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.072%

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

$69,925

$105,623-33.8%

$87,502-20.1%

$273,972-74.5%

Participation rate

100.0%

78.2%+21.8pp

73.8%+26.2pp

83.0%+17.0pp

Annual return

8.66%

12.26%-3.6pp

12.21%-3.6pp

41.46%-32.8pp

Employer contribution / active EE

$2,097

$3,141-33.2%

$2,550-17.8%

$4,869-56.9%

Participant deferral / active EE

$1,250

$3,601-65.3%

$3,149-60.3%

$5,287-76.4%

Admin fee / account holder

$50

$4,781-99.0%

$4,221-98.8%

$10,133-99.5%

R&R VENTURE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R&R VENTURE 401K 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