Retirement plan

RYZEN SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

Name: RYZEN SOLUTIONS - RYZEN SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: RYZEN SOLUTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RYZEN SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST, RYZEN SOLUTIONS

RYZEN SOLUTIONSEIN 77-0523327Plan #001PY 2024

31 N 2ND ST STE 330 - SAN JOSE, CA 951131234408-993-1282ryzen.comLinkedIn201-500 employeesstaffing and recruiting

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$10M

+27.6% from 2023

Total participants

762

-12.9% from 2023

Average account balance

$27,433

+12.2% from 2023

Annual return

15.56%

-5.48 pp from 2023

Benchmarks

See 832 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort832 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.01M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

365

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.

29.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$125

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281	Advisory (Plan)	$42,188

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$46K

$81 / participant

Investment mgmt$42K92.6%
Contract admin$3K7.4%

% of EOY assets

0.455%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,433

$45,109-39.2%

$85,240-67.8%

$77,762-64.7%

Participation rate

29.4%

48.7%-19.3pp

67.5%-38.2pp

70.6%-41.2pp

Annual return

15.56%

79.55%-64.0pp

66.75%-51.2pp

31.27%-15.7pp

Employer contribution / active EE

$1,602-100.0%

$2,735-100.0%

$2,728-100.0%

Participant deferral / active EE

$3,469

$2,814+23.3%

$4,527-23.4%

$4,651-25.4%

Admin fee / account holder

$125

$915-86.4%

$6,165-98.0%

$433-71.2%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH10+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER

Service code 27 · EIN 13-5674085

4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281

Advisory (Plan)

$42,188

RYZEN SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RYZEN SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

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