Retirement plan

RELIANT TRANSPORTATION, INC. 401(K) PLAN

Name: RELIANT TRANSPORTATION, INC. - RELIANT TRANSPORTATION, INC. 401(K) PLAN (2020) Form 5500
Creator: RELIANT TRANSPORTATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RELIANT TRANSPORTATION, INC. 401(K) PLAN, RELIANT TRANSPORTATION, INC.

RELIANT TRANSPORTATION, INC.EIN 91-1787372Plan #001PY 2020

4411 S 86TH ST., SUITE 101 - LINCOLN, NE 68526402-464-7771reliant-transportation.comLinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+21.7% from 2019

Total participants

+18.6% from 2019

Average account balance

$117,204

-7.1% from 2019

Annual return

12.99%

-6.53 pp from 2019

Benchmarks

See 3,734 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,734 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.70M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$674K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4855

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 codes2E2F2G2J2T3D

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.
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

$16K

$362 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.357%

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

$117,204

$59,804+96.0%

$81,982+43.0%

$79,856+46.8%

Participation rate

70.5%

61.6%+8.8pp

69.3%+1.2pp

69.6%+0.8pp

Annual return

12.99%

17.56%-4.6pp

41.31%-28.3pp

31.71%-18.7pp

Employer contribution / active EE

$2,675

$1,713+56.1%

$2,498+7.1%

$2,471+8.2%

Participant deferral / active EE

$4,884

$2,695+81.2%

$3,722+31.2%

$3,741+30.6%

Admin fee / account holder

$419

$4,288-90.2%

$5,665-92.6%

$5,306-92.1%

RELIANT TRANSPORTATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RELIANT TRANSPORTATION, INC. 401(K) 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