Retirement plan

RYZEN SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

Name: RYZEN SOLUTIONS - RYZEN SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST (2015) 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 2015

75 E SANTA CLARA ST STE 1150 - SAN JOSE, CA 951131835408-993-1282ryzen.comLinkedIn201-500 employeesstaffing and recruiting

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

247

No prior year

Average account balance

$26,562

No prior year

Annual return

5.22%

No prior year

Benchmarks

See 856 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort856 peers

Snapshot2015

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 2 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281	Recordkeeping	$15,639
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166	Recordkeeping	$845

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$845

$4 / participant

Other / not subdivided$845100.0%

% of EOY assets

0.054%

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

$26,562

$31,109-14.6%

$67,704-60.8%

$52,331-49.2%

Participation rate

13.4%

54.0%-40.6pp

67.5%-54.2pp

68.1%-54.7pp

Annual return

5.22%

23.70%-18.5pp

25.41%-20.2pp

4.54%+0.7pp

Employer contribution / active EE

$1,076-100.0%

$2,559-100.0%

$1,882-100.0%

Participant deferral / active EE

$2,400

$1,970+21.8%

$3,585-33.0%

$3,022-20.6%

Admin fee / account holder

$14

$466-96.9%

$4,255-99.7%

$592-97.6%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER

Service code 15 · EIN 13-5674085

4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281

Recordkeeping

$15,639

PAYCHEX, INC.1+ years

Service code 15 · EIN 16-1124166

Recordkeeping

$845

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