Retirement plan

WILLIAM E. RANNOW DBA BILL RANNOW LOG HAULING 401(K) PROFIT SHARING PLAN

Name: WILLIAM E. RANNOW - WILLIAM E. RANNOW DBA BILL RANNOW LOG HAULING 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: WILLIAM E. RANNOW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM E. RANNOW DBA BILL RANNOW LOG HAULING 401(K) PROFIT SHARING PLAN, WILLIAM E. RANNOW

WILLIAM E. RANNOWdba DBA BILL RANNOW LOG HAULINGEIN 93-0581245Plan #001PY 2021

3637 NE SURF COURT - LINCOLN CITY, OR 97367541-994-2736

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+17.2% from 2020

Total participants

0.0% from 2020

Average account balance

$283,113

+17.2% from 2020

Annual return

15.75%

-0.73 pp from 2020

Benchmarks

See 7,537 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,537 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16284

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 codes2E2F2G3B3D2J

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60K

$14888 / participant

Other / not subdivided$60K100.0%

% of EOY assets

5.259%

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

$283,113

$104,694+170.4%

$85,709+230.3%

$167,536+69.0%

Participation rate

100.0%

76.4%+23.6pp

69.9%+30.1pp

82.1%+17.9pp

Annual return

15.75%

21.45%-5.7pp

21.49%-5.7pp

478.82%-463.1pp

Employer contribution / active EE

$6,264

$3,337+87.7%

$2,619+139.2%

$4,839+29.4%

Participant deferral / active EE

$12,105

$4,826+150.8%

$3,924+208.5%

$6,342+90.9%

Admin fee / account holder

$14,888

$10,035+48.4%

$6,876+116.5%

$12,315+20.9%

WILLIAM E. RANNOW DBA BILL RANNOW LOG HAULING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM E. RANNOW DBA BILL RANNOW LOG HAULING 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