Retirement plan

RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN

Name: RHODY-Q, LLC - RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: RHODY-Q, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN, RHODY-Q, LLC

RHODY-Q, LLCEIN 91-2173553Plan #003PY 2021

73401 E. HIGHWAY 26 - RHODODENDRON, OR 97049503-622-4495

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$201K

+15.5% from 2020

Total participants

0.0% from 2020

Average account balance

$40,140

+15.5% from 2020

Annual return

8.45%

-15.08 pp from 2020

Benchmarks

See 9,302 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$275K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$405

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 codes2E2J3D3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$232 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.693%

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

$40,140

$110,551-63.7%

$80,741-50.3%

$167,536-76.0%

Participation rate

83.3%

64.0%+19.4pp

54.2%+29.2pp

82.1%+1.2pp

Annual return

8.45%

120.57%-112.1pp

87.30%-78.9pp

478.82%-470.4pp

Employer contribution / active EE

$1,001

$1,543-35.2%

$1,160-13.8%

$4,839-79.3%

Participant deferral / active EE

$1,042

$2,870-63.7%

$2,145-51.4%

$6,342-83.6%

Admin fee / account holder

$278

$4,547-93.9%

$3,380-91.8%

$12,315-97.7%

RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING 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