Retirement plan

RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN

Name: RHODY-Q, LLC - RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN (2023) 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 2023

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$222K

+28.2% from 2022

Total participants

-16.7% from 2022

Average account balance

$44,429

+53.8% from 2022

Annual return

19.48%

+40.04 pp from 2022

Benchmarks

See 12,884 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,884 peers

Snapshot2023

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

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

$3K

$631 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.419%

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

$44,429

$81,668-45.6%

$58,507-24.1%

$139,487-68.1%

Participation rate

100.0%

61.3%+38.7pp

50.9%+49.1pp

80.3%+19.7pp

Annual return

19.48%

7430.07%-7410.6pp

4252.32%-4232.8pp

373.84%-354.4pp

Employer contribution / active EE

$1,020

$1,398-27.1%

$1,053-3.2%

$4,755-78.6%

Participant deferral / active EE

$2,316

$2,554-9.3%

$1,922+20.5%

$6,713-65.5%

Admin fee / account holder

$631

$3,212-80.4%

$2,486-74.6%

$11,407-94.5%

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