Retirement plan

ROELS ENTERPRISES RETIREMENT PLAN

Name: ROELS ENTERPRISES, INC. - ROELS ENTERPRISES RETIREMENT PLAN (2021) Form 5500
Creator: ROELS ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROELS ENTERPRISES RETIREMENT PLAN, ROELS ENTERPRISES, INC.

ROELS ENTERPRISES, INC.EIN 81-4106986Plan #001PY 2021

8200 RIVER ROAD - WILMINGTON, NC 28412919-931-0525

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1M

+20.2% from 2020

Total participants

+100.0% from 2020

Average account balance

$261,302

-39.9% from 2020

Annual return

13.78%

-18.90 pp from 2020

Benchmarks

See 9,301 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort9,301 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$320K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32250

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 codes2E2G2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$261,302

$110,629+136.2%

$80,784+223.5%

$167,553+56.0%

Participation rate

100.0%

64.0%+36.0pp

54.2%+45.8pp

82.1%+17.9pp

Annual return

13.78%

120.58%-106.8pp

87.31%-73.5pp

478.89%-465.1pp

Employer contribution / active EE

$3,394

$1,543+120.0%

$1,160+192.5%

$4,840-29.9%

Participant deferral / active EE

$10,482

$2,871+265.1%

$2,145+388.5%

$6,343+65.3%

Admin fee / account holder

$4,547-100.0%

$3,380-100.0%

$12,316-100.0%

ROELS ENTERPRISES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROELS ENTERPRISES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion