Retirement plan

RUSH SALES COMPANY, INC. 401(K) PLAN

Name: RUSH SALES COMPANY, INC. - RUSH SALES COMPANY, INC. 401(K) PLAN (2021) Form 5500
Creator: RUSH SALES COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUSH SALES COMPANY, INC. 401(K) PLAN, RUSH SALES COMPANY, INC.

RUSH SALES COMPANY, INC.EIN 75-2301503Plan #001PY 2021

P.O. BOX 2488 - ODESSA, TX 79760432-337-2397rushodessa.comLinkedIn201-500 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+0.2% from 2020

Total participants

-12.0% from 2020

Average account balance

$83,010

+18.7% from 2020

Annual return

12.39%

-0.04 pp from 2020

Benchmarks

See 14,567 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,567 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$230K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19144

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 codes2E2J3D

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.
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

$573K

$20459 / participant

Other / not subdivided$573K100.0%

% of EOY assets

18.160%

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

$83,010

$86,298-3.8%

$111,308-25.4%

$85,847-3.3%

Participation rate

78.6%

73.3%+5.2pp

77.3%+1.3pp

69.3%+9.3pp

Annual return

12.39%

19.99%-7.6pp

54.67%-42.3pp

318.61%-306.2pp

Employer contribution / active EE

$2,568

$2,044+25.6%

$2,732-6.0%

$2,565+0.1%

Participant deferral / active EE

$3,261

$3,641-10.4%

$4,487-27.3%

$3,952-17.5%

Admin fee / account holder

$15,075

$8,189+84.1%

$7,965+89.3%

$6,261+140.8%

RUSH SALES COMPANY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUSH SALES COMPANY, INC. 401(K) 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