Retirement plan

ROTH CONSTRUCTION, INC. PROFIT SHARING & 401(K) PLAN

Name: ROTH CONSTRUCTION, INC. - ROTH CONSTRUCTION, INC. PROFIT SHARING & 401(K) PLAN (2018) Form 5500
Creator: ROTH CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROTH CONSTRUCTION, INC. PROFIT SHARING & 401(K) PLAN, ROTH CONSTRUCTION, INC.

ROTH CONSTRUCTION, INC.EIN 76-0032962Plan #001PY 2018

PO BOX 1974 - VICTORIA, TX 77902361-578-0263rothcorps.comLinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$899K

+0.5% from 2017

Total participants

+4.2% from 2017

Average account balance

$37,470

-24.6% from 2017

Annual return

-4.84%

-16.54 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+8.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$617

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 codes2E2J3D

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.
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

$7K

$536 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.775%

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

$37,470

$97,732-61.7%

$83,831-55.3%

$135,380-72.3%

Participation rate

92.3%

80.0%+12.4pp

76.1%+16.2pp

82.6%+9.7pp

Annual return

-4.84%

1287.56%-1292.4pp

850.99%-855.8pp

519.81%-524.6pp

Employer contribution / active EE

$1,922

$4,222-54.5%

$3,631-47.1%

$4,779-59.8%

Participant deferral / active EE

$2,193

$4,683-53.2%

$4,082-46.3%

$5,609-60.9%

Admin fee / account holder

$290

$6,675-95.7%

$5,479-94.7%

$10,828-97.3%

ROTH CONSTRUCTION, INC. PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROTH CONSTRUCTION, INC. PROFIT SHARING & 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