Retirement plan

RAINMAKER SALES INC. 401(K) PLAN

Name: RAINMAKER SALES INC. - RAINMAKER SALES INC. 401(K) PLAN (2017) Form 5500
Creator: RAINMAKER SALES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAINMAKER SALES INC. 401(K) PLAN, RAINMAKER SALES INC.

RAINMAKER SALES INC.EIN 73-1569084Plan #002PY 2017

7251 HIGHWAY 177 - SHAWNEE, OK 74804405-964-7575rainmakersales.comLinkedIn11-50 employeesplastics

Other plans on this EIN

1 filing

#001Retirement-$4.5M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$405K

+95.6% from 2016

Total participants

-5.9% from 2016

Average account balance

$25,312

+107.9% from 2016

Annual return

22.71%

+14.11 pp from 2016

Benchmarks

See 1,269 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,269 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$256K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1536

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$198 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.783%

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

$25,312

$96,965-73.9%

$97,995-74.2%

$147,586-82.8%

Participation rate

100.0%

83.6%+16.4pp

82.4%+17.6pp

82.8%+17.2pp

Annual return

22.71%

24.11%-1.4pp

23.94%-1.2pp

578.59%-555.9pp

Employer contribution / active EE

$3,351

$4,536-26.1%

$4,158-19.4%

$4,876-31.3%

Participant deferral / active EE

$6,280

$5,081+23.6%

$5,097+23.2%

$5,439+15.5%

Admin fee / account holder

$198

$8,120-97.6%

$5,943-96.7%

$10,886-98.2%

RAINMAKER SALES INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAINMAKER SALES 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