Retirement plan

RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLAN

Name: RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLAN - RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLAN (2021) Form 5500
Creator: RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLAN, RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLAN

RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLANEIN 86-3373482Plan #001PY 2021

1991 VILLAGE PARK WAY, SUITE 155 - ENCINITAS, CA 92024858-724-7214rpmsca.comLinkedIn1-10 employeesreal estate

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$21K

No prior year

Total participants

No prior year

Average account balance

$21,030

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 17,099 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,099 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$133K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1734

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 codes2E2F2G2J2T3C3D

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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.

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

$21,030

$227,597-90.8%

$189,575-88.9%

$167,536-87.4%

Participation rate

33.3%

82.5%-49.2pp

78.4%-45.1pp

82.1%-48.8pp

Annual return

0.00%

78.44%-78.4pp

64.19%-64.2pp

478.82%-478.8pp

Employer contribution / active EE

$346

$5,316-93.5%

$4,412-92.2%

$4,839-92.8%

Participant deferral / active EE

$6,500

$7,002-7.2%

$6,174+5.3%

$6,342+2.5%

Admin fee / account holder

$11,877-100.0%

$9,806-100.0%

$12,315-100.0%

RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RELIABLE PROPERTY MANAGEMENT SERVICES 401(K) 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