Retirement plan
DELL INC. PROFIT SHARING PLAN
DELL INC.EIN 74-2487834Plan #003PY 2020
ONE DELL WAY, RR1-42 - ROUND ROCK, TX 78682512-338-4400
Other plans on this EIN
1 filingProspect flagsLow returnsHigh feesLow participationWind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$492K
-13.7% from 2016
Total participants
8
0.0% from 2016
Average account balance
$70,274
-5.1% from 2016
Annual return
-1.30%
-12.51 pp from 2016
Benchmarks
Peer group
Industry44 - Retail Trade
Plan typeDefined contribution
Participants<25
Cohort18,866 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $2,855
0
Employer contribution / active EE
$0
median $1,303
30
Participation rate
66.7%
median 85.7%
50
Avg account balance
$70,274
median $61,467
5
Admin fee / account holder
$22,038
median $431
10
Annual return
-1.30%
median 13.25%
Overall peer rank
24of 100
24th 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
4 tripped
- OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
- OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- 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
$154K
$51421 / participant
- Other / not subdivided$154K100.0%
% of EOY assets
31.359%
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
- -