Retirement plan

RUDOLPH CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

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

RUDOLPH CONSTRUCTION, INC.EIN 77-0218296Plan #001PY 2018

550 CENTRAL AVE. - BISHOP, CA 93514760-873-9800

Prospect flagsHigh feesHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$2.1M

+0.2% from 2017

Total participants

-33.3% from 2017

Average account balance

$534,998

+50.4% from 2017

Annual return

4.30%

+1.05 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

$406K

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+0.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273059

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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$113K

$37798 / participant

Other / not subdivided$113K100.0%

% of EOY assets

5.299%

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

$534,998

$97,732+447.4%

$83,831+538.2%

$135,380+295.2%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

4.30%

1287.56%-1283.3pp

850.99%-846.7pp

519.81%-515.5pp

Employer contribution / active EE

$463

$4,222-89.0%

$3,631-87.2%

$4,779-90.3%

Participant deferral / active EE

$1,873

$4,683-60.0%

$4,082-54.1%

$5,609-66.6%

Admin fee / account holder

$28,349

$6,675+324.7%

$5,479+417.4%

$10,828+161.8%

RUDOLPH CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUDOLPH CONSTRUCTION, INC. 401(K) PROFIT SHARING 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