Retirement plan

RBH GLOBAL WEALTH PARTNERS 401(K) PLAN

Name: RBH GLOBAL WEALTH PARTNERS - RBH GLOBAL WEALTH PARTNERS 401(K) PLAN (2020) Form 5500
Creator: RBH GLOBAL WEALTH PARTNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RBH GLOBAL WEALTH PARTNERS 401(K) PLAN, RBH GLOBAL WEALTH PARTNERS

RBH GLOBAL WEALTH PARTNERSEIN 54-1900801Plan #001PY 2020

1902 CAMPUS COMMONS DR, STE 500 - RESTON, VA 201911563703-663-1151LinkedIn1-10 employeesinvestment banking

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$582K

+97.2% from 2019

Total participants

+20.0% from 2019

Average account balance

$97,024

+64.4% from 2019

Annual return

67.89%

+48.08 pp from 2019

Benchmarks

See 32,157 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,157 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+16.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11733

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 codes2J3D

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$727

$121 / participant

Other / not subdivided$727100.0%

% of EOY assets

0.125%

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

$97,024

$197,603-50.9%

$177,827-45.4%

$158,950-39.0%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

67.89%

58.76%+9.1pp

48.32%+19.6pp

302.91%-235.0pp

Employer contribution / active EE

$5,098

$6,698-23.9%

$5,918-13.9%

$4,762+7.1%

Participant deferral / active EE

$9,336

$8,404+11.1%

$7,713+21.0%

$5,983+56.0%

Admin fee / account holder

$121

$15,402-99.2%

$12,429-99.0%

$11,248-98.9%

RBH GLOBAL WEALTH PARTNERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RBH GLOBAL WEALTH PARTNERS 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