Retirement plan

RETAIL SALES LINK, INC. 401(K) PLAN

Name: RETAIL SALES LINK, INC. - RETAIL SALES LINK, INC. 401(K) PLAN (2022) Form 5500
Creator: RETAIL SALES LINK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETAIL SALES LINK, INC. 401(K) PLAN, RETAIL SALES LINK, INC.

RETAIL SALES LINK, INC.EIN 95-4862796Plan #002PY 2022

P.O. BOX 181 - AGOURA HILLS, CA 913760181818-681-7268LinkedIn1-10 employeesconsumer goods

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

-7.8% from 2021

Total participants

-14.3% from 2021

Average account balance

$173,263

-7.8% from 2021

Annual return

-16.75%

-28.44 pp from 2021

Benchmarks

See 23,461 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,461 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$248K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+7.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1240

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$6K

$1493 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.574%

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

$173,263

$142,409+21.7%

$119,634+44.8%

$134,545+28.8%

Participation rate

100.0%

82.8%+17.2pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-16.75%

-12.46%-4.3pp

-14.98%-1.8pp

418.37%-435.1pp

Employer contribution / active EE

$6,350

$5,224+21.6%

$4,232+50.0%

$4,742+33.9%

Participant deferral / active EE

$18,872

$6,468+191.8%

$5,601+236.9%

$6,401+194.8%

Admin fee / account holder

$995

$13,594-92.7%

$10,329-90.4%

$11,431-91.3%

RETAIL SALES LINK, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETAIL SALES LINK, 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