Retirement plan

PILL RX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN AND T

Name: PILL RX SPECIALTY PHARMACY - PILL RX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN AND T (2021) Form 5500
Creator: PILL RX SPECIALTY PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PILL RX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN AND T, PILL RX SPECIALTY PHARMACY

PILL RX SPECIALTY PHARMACYEIN 84-2136157Plan #001PY 2021

365 E NORTHFIELD RD - LIVINGSTON, NJ 07039917-854-5000

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$10K

+48.0% from 2020

Total participants

-40.0% from 2020

Average account balance

$3,439

+48.0% from 2020

Annual return

8.62%

+8.62 pp from 2020

Benchmarks

See 19,960 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,960 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$481

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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$57

$29 / participant

Other / not subdivided$57100.0%

% of EOY assets

0.552%

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

$3,439

$118,869-97.1%

$96,575-96.4%

$167,518-97.9%

Participation rate

100.0%

75.5%+24.5pp

69.8%+30.2pp

82.1%+17.9pp

Annual return

8.62%

50.49%-41.9pp

37.79%-29.2pp

478.71%-470.1pp

Employer contribution / active EE

$3,120-100.0%

$2,357-100.0%

$4,838-100.0%

Participant deferral / active EE

$1,374

$4,616-70.2%

$3,849-64.3%

$6,342-78.3%

Admin fee / account holder

$19

$8,067-99.8%

$6,182-99.7%

$12,312-99.8%

PILL RX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN AND T

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PILL RX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN AND T

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