Retirement plan

REJOICE DELIVERS LLC 401(K) PLAN

Name: REJOICE DELIVERS LLC - REJOICE DELIVERS LLC 401(K) PLAN (2023) Form 5500
Creator: REJOICE DELIVERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REJOICE DELIVERS LLC 401(K) PLAN, REJOICE DELIVERS LLC

REJOICE DELIVERS LLCEIN 83-4705259Plan #001PY 2023

33170 ALVARADO-NILES RD., #1828 - UNION CITY, CA 945875858510-396-6812

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$242K

+85.8% from 2022

Total participants

+15.2% from 2022

Average account balance

$40,295

+85.8% from 2022

Annual return

22.65%

+41.80 pp from 2022

Benchmarks

See 1,316 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,316 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$316K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7806

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$87

$2 / participant

Other / not subdivided$87100.0%

% of EOY assets

0.036%

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

$40,295

$22,602+78.3%

$65,583-38.6%

$75,177-46.4%

Participation rate

15.8%

63.1%-47.3pp

65.0%-49.2pp

67.2%-51.4pp

Annual return

22.65%

71.13%-48.5pp

47.46%-24.8pp

160.75%-138.1pp

Employer contribution / active EE

$369

$941-60.8%

$1,692-78.2%

$2,671-86.2%

Participant deferral / active EE

$1,793

$1,695+5.8%

$2,833-36.7%

$4,126-56.5%

Admin fee / account holder

$15

$1,877-99.2%

$4,112-99.6%

$5,651-99.7%

REJOICE DELIVERS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REJOICE DELIVERS LLC 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