Retirement plan

THE ROBERTS CONTAINER CORPORATION 401(K) PROFIT SHARING PLAN

Name: THE ROBERTS CONTAINER CORPORATION - THE ROBERTS CONTAINER CORPORATION 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: THE ROBERTS CONTAINER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ROBERTS CONTAINER CORPORATION 401(K) PROFIT SHARING PLAN, THE ROBERTS CONTAINER CORPORATION

THE ROBERTS CONTAINER CORPORATIONEIN 95-4067183Plan #001PY 2016

9131 OAKDALE AVE., SUITE 110 - CHATSWORTH, CA 91311818-534-2224

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+42.2% from 2015

Total participants

+30.0% from 2015

Average account balance

$30,528

-36.4% from 2015

Annual return

9.11%

+11.72 pp from 2015

Benchmarks

See 9,492 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,492 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.31M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

109.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$217K

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

+93.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3025

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

$512 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.367%

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

$30,528

$48,364-36.9%

$71,796-57.5%

$62,881-51.5%

Participation rate

96.8%

60.6%+36.2pp

69.1%+27.7pp

69.3%+27.5pp

Annual return

9.11%

13.16%-4.1pp

78.04%-68.9pp

20.14%-11.0pp

Employer contribution / active EE

$2,880

$1,042+176.4%

$1,924+49.6%

$2,281+26.2%

Participant deferral / active EE

$6,516

$2,091+211.6%

$2,794+133.2%

$3,203+103.4%

Admin fee / account holder

$417

$3,771-88.9%

$4,815-91.3%

$4,296-90.3%

THE ROBERTS CONTAINER CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ROBERTS CONTAINER CORPORATION 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