Retirement plan

RICE FAMILY HOLDINGS, INC. RETIREMENT PLAN

Name: RICE FAMILY HOLDINGS INC. - RICE FAMILY HOLDINGS, INC. RETIREMENT PLAN (2019) Form 5500
Creator: RICE FAMILY HOLDINGS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICE FAMILY HOLDINGS, INC. RETIREMENT PLAN, RICE FAMILY HOLDINGS INC.

RICE FAMILY HOLDINGS INC.EIN 83-2590976Plan #001PY 2019

6790 W NEVADA PLACE - LAKEWOOD, CO 80226720-791-6050

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$726K

+686.1% from 2018

Total participants

+100.0% from 2018

Average account balance

$725,967

+686.1% from 2018

Annual return

686.05%

+686.05 pp from 2018

Benchmarks

See 13,242 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,242 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$591K

Not enough data

1 years with asset history on file

Average account balance

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

$591K

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.

12.5%

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

-39.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2D2E2G2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$725,967

$104,907+592.0%

$84,611+758.0%

$152,861+374.9%

Participation rate

50.0%

74.8%-24.8pp

68.2%-18.2pp

82.4%-32.4pp

Annual return

686.05%

373.79%+312.3pp

258.74%+427.3pp

345.32%+340.7pp

Employer contribution / active EE

$3,302-100.0%

$2,652-100.0%

$4,762-100.0%

Participant deferral / active EE

$4,688-100.0%

$3,899-100.0%

$5,850-100.0%

Admin fee / account holder

$6,241-100.0%

$4,912-100.0%

$11,596-100.0%

RICE FAMILY HOLDINGS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RICE FAMILY HOLDINGS, INC. 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