Retirement plan

RETAIL PLANNING CORPORATION EMPLOYEES RETIREMENT PLAN

Name: RETAIL PLANNING CORPORATION - RETAIL PLANNING CORPORATION EMPLOYEES RETIREMENT PLAN (2020) Form 5500
Creator: RETAIL PLANNING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETAIL PLANNING CORPORATION EMPLOYEES RETIREMENT PLAN, RETAIL PLANNING CORPORATION

RETAIL PLANNING CORPORATIONEIN 58-1833023Plan #001PY 2020

35 JOHNSON FERRY ROAD - MARIETTA, GA 300684906770-956-8383retailplanningcorp.comLinkedIn11-50 employeescommercial real estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+23.6% from 2019

Total participants

-6.7% from 2019

Average account balance

$144,265

+29.2% from 2019

Annual return

20.04%

-1.22 pp from 2019

Benchmarks

See 3,715 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,715 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-76.14%

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 codes3D2E2J2H2F

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$11K

$428 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.337%

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

$144,265

$72,027+100.3%

$185,835-22.4%

$79,852+80.7%

Participation rate

76.0%

65.8%+10.2pp

78.0%-2.0pp

69.6%+6.4pp

Annual return

20.04%

23.13%-3.1pp

35.96%-15.9pp

31.72%-11.7pp

Employer contribution / active EE

$1,965-100.0%

$4,087-100.0%

$2,471-100.0%

Participant deferral / active EE

$3,767

$3,780-0.3%

$5,633-33.1%

$3,740+0.7%

Admin fee / account holder

$486

$4,513-89.2%

$9,502-94.9%

$5,306-90.8%

RETAIL PLANNING CORPORATION EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETAIL PLANNING CORPORATION EMPLOYEES RETIREMENT 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