Retirement plan

ROCKLAND RIDGE 401K PLAN

Name: ROCKLAND RIDGE CORPORATION - ROCKLAND RIDGE 401K PLAN (2017) Form 5500
Creator: ROCKLAND RIDGE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKLAND RIDGE 401K PLAN, ROCKLAND RIDGE CORPORATION

ROCKLAND RIDGE CORPORATIONEIN 88-0432432Plan #001PY 2017

3202 NE 143RD STREET - VANCOUVER, WA 986862241206-915-5963

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$786K

+10.9% from 2016

Total participants

0.0% from 2016

Average account balance

No prior year

Annual return

9.94%

+7.89 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$966K

Not enough data

1 years with asset history on file

Average account balance

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

$966K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+4.57%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$14K

$6941 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.767%

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

$99,009-100.0%

$86,581-100.0%

$147,585-100.0%

Participation rate

0.0%

76.3%-76.3pp

73.5%-73.5pp

82.8%-82.8pp

Annual return

9.94%

1312.70%-1302.8pp

965.06%-955.1pp

578.58%-568.6pp

Employer contribution / active EE

$1,580

$3,132-49.6%

$2,840-44.4%

$4,876-67.6%

Participant deferral / active EE

$8,627

$3,972+117.2%

$3,609+139.1%

$5,439+58.6%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

ROCKLAND RIDGE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROCKLAND RIDGE 401K 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