Retirement plan

ROYAL MANAGEMENT & DEVELOPMENT INC 401(K) PLAN

Name: ROYAL MANAGEMENT & DEVELOPMENT INC - ROYAL MANAGEMENT & DEVELOPMENT INC 401(K) PLAN (2015) Form 5500
Creator: ROYAL MANAGEMENT & DEVELOPMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROYAL MANAGEMENT & DEVELOPMENT INC 401(K) PLAN, ROYAL MANAGEMENT & DEVELOPMENT INC

ROYAL MANAGEMENT & DEVELOPMENT INCEIN 54-1614802Plan #001PY 2015

7619 LITTLE RIVER TPKE STE 840 - ANNANDALE, VA 220032628703-916-9103rmd-investments.comLinkedIn1-10 employeesreal estate

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$422K

No prior year

Total participants

No prior year

Average account balance

$140,605

No prior year

Annual return

-0.44%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$483K

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+20.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11565

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$500

$250 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.119%

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

$140,605

$197,819-28.9%

$155,789-9.7%

$125,389+12.1%

Participation rate

50.0%

82.1%-32.1pp

76.1%-26.1pp

83.2%-33.2pp

Annual return

-0.44%

86.73%-87.2pp

71.54%-72.0pp

282.24%-282.7pp

Employer contribution / active EE

$6,581

$4,850+35.7%

$3,839+71.4%

$4,866+35.2%

Participant deferral / active EE

$13,581

$5,631+141.2%

$4,798+183.1%

$5,352+153.8%

Admin fee / account holder

$167

$9,544-98.3%

$7,477-97.8%

$9,541-98.3%

ROYAL MANAGEMENT & DEVELOPMENT INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROYAL MANAGEMENT & DEVELOPMENT INC 401(K) 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