Retirement plan
DELL INC. PROFIT SHARING PLAN
DELL INC.EIN 74-2487834Plan #003PY 2017
ONE DELL WAY, RR1-33 - ROUND ROCK, TX 78682512-338-4400
Other plans on this EIN
1 filingProspect flagsLow participation
Filing contacts
From the Form 5500, federal recordPlan administrator signer
JANET M. BAWCOM
Signed 10/01/2018
Summary metrics
Total assets (EOY)
$585K
-13.7% from 2016
Total participants
12
0.0% from 2016
Average account balance
$53,156
-5.1% from 2016
Annual return
12.39%
-12.51 pp from 2016
Benchmarks
Peer group
Industry44 - Retail Trade
Plan typeDefined contribution
Participants<25
Cohort18,211 peers
Snapshot2017
60
Participant deferral / active EE
$4,906
median $2,502
65
Employer contribution / active EE
$4,340
median $1,238
28
Participation rate
66.7%
median 87.5%
43
Avg account balance
$53,156
median $57,430
65
Admin fee / account holder
$0
median $387
37
Annual return
12.39%
median 13.99%
Overall peer rank
50of 100
50th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$118K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
500.0%
Contributions (total)
Employer and participant dollars contributed each year
$28K
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+7.57%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
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.
Top hat statement on fileNQDC
Filed April 21, 2017 (most recent of 2 filings on file)
Plan administrator
Plan administrator name— Sign in and upgrade to view
One Dell Way
Round Rock State: TX Zip Code: 78664
Plans declared (1)
- Dell Deferred Compensation Plan77 emp
Plan features & details
Pension benefit codes2J3C
Plan features
- 2JCode section 401(k) featureCash 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.
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
Opportunity flags
1 tripped
- OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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
- -