Retirement plan

ARCHER UR RANCH, INC. PROFIT SHARING PLAN & TRUST

Name: ARCHER UR RANCH, INC. - ARCHER UR RANCH, INC. PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: ARCHER UR RANCH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHER UR RANCH, INC. PROFIT SHARING PLAN & TRUST, ARCHER UR RANCH, INC.

ARCHER UR RANCH, INC.EIN 91-0931444Plan #002PY 2021

112 ARCHER ROAD - DAYTON, WA 993289642509-382-4935

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+20.7% from 2020

Total participants

0.0% from 2020

Average account balance

$183,649

+20.7% from 2020

Annual return

18.26%

+13.33 pp from 2020

Benchmarks

See 5,803 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$237K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2135

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 codes2E2F2G2T3D

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.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$2133 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.968%

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

$183,649

$155,840+17.8%

$124,694+47.3%

$167,553+9.6%

Participation rate

100.0%

81.1%+18.9pp

74.6%+25.4pp

82.1%+17.9pp

Annual return

18.26%

17.98%+0.3pp

5144.82%-5126.6pp

478.89%-460.6pp

Employer contribution / active EE

$4,418

$4,165+6.1%

$3,325+32.9%

$4,840-8.7%

Participant deferral / active EE

$5,675-100.0%

$4,615-100.0%

$6,343-100.0%

Admin fee / account holder

$1,778

$9,536-81.4%

$7,495-76.3%

$12,316-85.6%

ARCHER UR RANCH, INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHER UR RANCH, INC. PROFIT SHARING PLAN & TRUST

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