Retirement plan

ROSELLI FOREIGN CAR REPAIR RETIREMENT PLAN

Name: ROSELLI FOREIGN CAR REPAIR - ROSELLI FOREIGN CAR REPAIR RETIREMENT PLAN (2024) Form 5500
Creator: ROSELLI FOREIGN CAR REPAIR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSELLI FOREIGN CAR REPAIR RETIREMENT PLAN, ROSELLI FOREIGN CAR REPAIR

ROSELLI FOREIGN CAR REPAIREIN 77-0007590Plan #001PY 2024

390 LINCOLN AVE. - SAN JOSE, CA 95126408-297-0303rosellifcr.comLinkedIn1-10 employeesautomotive

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$948K

+18.2% from 2023

Total participants

-12.5% from 2023

Average account balance

$189,566

+41.9% from 2023

Annual return

11.34%

-12.82 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$948K

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3527

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$18K

$2519 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.860%

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

$189,566

$88,778+113.5%

$81,844+131.6%

$145,884+29.9%

Participation rate

71.4%

75.1%-3.6pp

72.4%-1.0pp

80.3%-8.9pp

Annual return

11.34%

1033.03%-1021.7pp

778.87%-767.5pp

551.85%-540.5pp

Employer contribution / active EE

$2,736

$3,087-11.4%

$2,916-6.2%

$4,662-41.3%

Participant deferral / active EE

$6,351

$4,648+36.6%

$4,323+46.9%

$6,690-5.1%

Admin fee / account holder

$3,527

$8,430-58.2%

$7,355-52.1%

$13,392-73.7%

ROSELLI FOREIGN CAR REPAIR RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSELLI FOREIGN CAR REPAIR 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