Retirement plan

RFUTURE CORPORATION 401(K) PROFIT SHARING PLAN

Name: RFUTURE CORPORATION - RFUTURE CORPORATION 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: RFUTURE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RFUTURE CORPORATION 401(K) PROFIT SHARING PLAN, RFUTURE CORPORATION

RFUTURE CORPORATIONEIN 47-2198354Plan #002PY 2022

1382 PAYNE ROAD - SCHAUMBURG, IL 60173630-613-8448LinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$290K

-11.4% from 2021

Total participants

+66.7% from 2021

Average account balance

$57,934

-46.8% from 2021

Annual return

-24.75%

-40.12 pp from 2021

Benchmarks

See 9,016 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,016 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$515K

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+26.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$57,934

$106,551-45.6%

$91,225-36.5%

$134,532-56.9%

Participation rate

100.0%

76.8%+23.2pp

73.2%+26.8pp

81.2%+18.8pp

Annual return

-24.75%

160.78%-185.5pp

114.12%-138.9pp

418.27%-443.0pp

Employer contribution / active EE

$673

$3,331-79.8%

$2,851-76.4%

$4,741-85.8%

Participant deferral / active EE

$10,250

$4,718+117.2%

$4,233+142.1%

$6,401+60.1%

Admin fee / account holder

$6,234-100.0%

$5,422-100.0%

$11,429-100.0%

RFUTURE CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RFUTURE CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion