Retirement plan

RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND,

Name: RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND, INC. - RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND, (2018) Form 5500
Creator: RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND,, RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND, INC.

RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND, INC.EIN 01-0539332Plan #001PY 2018

8 LANCASTER LANE - SCARBOROUGH, ME 04074207-883-3518

Other plans on this EIN

1 filing

#002Retirement-$415K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$353K

+25.9% from 2017

Total participants

0.0% from 2017

Average account balance

$58,849

+4.9% from 2017

Annual return

5.17%

-3.12 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$502K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

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.
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

1 tripped

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

$308

$103 / participant

Other / not subdivided$308100.0%

% of EOY assets

0.087%

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

$58,849

$97,729-39.8%

$83,830-29.8%

$135,379-56.5%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

5.17%

1287.52%-1282.3pp

850.97%-845.8pp

519.79%-514.6pp

Employer contribution / active EE

$7,335

$4,222+73.7%

$3,631+102.0%

$4,779+53.5%

Participant deferral / active EE

$12,007

$4,683+156.4%

$4,082+194.1%

$5,609+114.1%

Admin fee / account holder

$51

$6,674-99.2%

$5,479-99.1%

$10,828-99.5%

RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND,

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUSS DOUCETTE CUSTOM BUILDERS & DESIGN WOODLAND,

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