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Retirement plan

DELL INC. PROFIT SHARING PLAN

DELL INC.EIN 74-2487834Plan #003PY 2018
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ONE DELL WAY, RR1-33 - ROUND ROCK, TX 78682512-338-4400
Other plans on this EIN
1 filing
#001Retirement-$9.46B assets
Prospect flagsHigh feesWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(512) 338-4400
Plan administrator signer
ROBERT L. POTTS
Signed 07/22/2019
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Summary metrics

Total assets (EOY)
$560K
-13.7% from 2016
Total participants
9
0.0% from 2016
Average account balance
$70,004
-5.1% from 2016
Annual return
-2.77%
-12.51 pp from 2016

Benchmarks

See 18,621 peers
Peer group
Industry44 - Retail Trade
Plan typeDefined contribution
Participants<25
Cohort18,621 peers
Snapshot2018
Participant deferral / active EE
$0
median $2,603
Employer contribution / active EE
$0
median $1,243
Participation rate
0.0%
median 87.5%
Avg account balance
$70,004
median $52,649
Admin fee / account holder
$1,058
median $424
Annual return
-2.77%
median -5.91%
Overall peer rank
51st 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
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Dell Deferred Compensation Plan77 emp
Open the filing PDF

Plan features & details

Pension benefit codes2J3C
Plan features
  • 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.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped
  • OpportunityHigh fees

    Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$8K
  • Other / not subdivided$8K100.0%
% of EOY assets
1.511%
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
-