Retirement plan

RJK JEWELRY, INC. 401(K) PROFIT SHARING PLAN

Name: RJK JEWELRY, INC. - RJK JEWELRY, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: RJK JEWELRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RJK JEWELRY, INC. 401(K) PROFIT SHARING PLAN, RJK JEWELRY, INC.

RJK JEWELRY, INC.EIN 81-4387849Plan #002PY 2021

64 WEST SCOTT AVENUE - RAHWAY, NJ 07065718-864-1128

Other plans on this EIN

1 filing

#001Retirement-$168K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$128K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-43.52%

No prior year

Benchmarks

See 22,593 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,593 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$70K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

-72.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$108K

$15479 / participant

Other / not subdivided$108K100.0%

% of EOY assets

84.687%

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

$176,838-100.0%

$146,685-100.0%

$167,518-100.0%

Participation rate

0.0%

83.6%-83.6pp

80.1%-80.1pp

82.1%-82.1pp

Annual return

-43.52%

24.04%-67.6pp

22.75%-66.3pp

478.71%-522.2pp

Employer contribution / active EE

$5,877

$5,161+13.9%

$4,137+42.1%

$4,838+21.5%

Participant deferral / active EE

$6,441-100.0%

$5,507-100.0%

$6,342-100.0%

Admin fee / account holder

$13,262-100.0%

$10,281-100.0%

$12,312-100.0%

RJK JEWELRY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RJK JEWELRY, INC. 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