Retirement plan

ROLFSMEIER RETIREMENT PLAN

Name: ROLFSMEIER INC. - ROLFSMEIER RETIREMENT PLAN (2022) Form 5500
Creator: ROLFSMEIER INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROLFSMEIER RETIREMENT PLAN, ROLFSMEIER INC.

ROLFSMEIER INC.EIN 87-2896127Plan #001PY 2022

5180 DELPHINIUM CIRCLE - BRIGHTON, CO 80601303-564-2498

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$458K

+1.3% from 2021

Total participants

0.0% from 2021

Average account balance

$458,110

+1.3% from 2021

Annual return

0.00%

+0.00 pp from 2021

Benchmarks

See 10,386 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,386 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+1.61%

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

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

$458,110

$99,647+359.7%

$86,439+430.0%

$134,509+240.6%

Participation rate

100.0%

82.1%+17.9pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

0.00%

6784.13%-6784.1pp

4395.55%-4395.5pp

418.13%-418.1pp

Employer contribution / active EE

$2,567

$4,401-41.7%

$3,769-31.9%

$4,741-45.8%

Participant deferral / active EE

$3,208

$7,246-55.7%

$6,952-53.9%

$6,400-49.9%

Admin fee / account holder

$8,373-100.0%

$6,732-100.0%

$11,427-100.0%

ROLFSMEIER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROLFSMEIER 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