Retirement plan

REHABILITATION RESOURCE GROUP, LLC SAFE HARBOR 401(K) PLAN

Name: REHABILITATION RESOURCE GROUP, LLC - REHABILITATION RESOURCE GROUP, LLC SAFE HARBOR 401(K) PLAN (2017) Form 5500
Creator: REHABILITATION RESOURCE GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REHABILITATION RESOURCE GROUP, LLC SAFE HARBOR 401(K) PLAN, REHABILITATION RESOURCE GROUP, LLC

REHABILITATION RESOURCE GROUP, LLCEIN 81-4385857Plan #001PY 2017

2810 W 35TH ST., STE. #2 - KEARNEY, NE 68845308-237-7388irhealthcare.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$15,610

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.67M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

188

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

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

+16.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$466

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

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$59 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.348%

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

$15,610

$84,236-81.5%

$170,439-90.8%

$70,124-77.7%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

0.00%

23.06%-23.1pp

205.94%-205.9pp

73.14%-73.1pp

Employer contribution / active EE

$1,810

$3,387-46.6%

$5,433-66.7%

$2,342-22.7%

Participant deferral / active EE

$3,950

$3,086+28.0%

$4,939-20.0%

$3,332+18.6%

Admin fee / account holder

$54

$5,698-99.0%

$13,881-99.6%

$4,645-98.8%

REHABILITATION RESOURCE GROUP, LLC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REHABILITATION RESOURCE GROUP, LLC SAFE HARBOR 401(K) 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