Retirement plan

FALDET DAIRY CONSULTING, INC.

Name: FALDET DAIRY CONSULTING, INC. - FALDET DAIRY CONSULTING, INC. (2015) Form 5500
Creator: FALDET DAIRY CONSULTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FALDET DAIRY CONSULTING, INC., FALDET DAIRY CONSULTING, INC.

FALDET DAIRY CONSULTING, INC.EIN 03-0431827Plan #001PY 2015

305 N. WEBSTER, P.O. BOX 159 - CALMAR, IA 52132563-562-3615

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$759K

No prior year

Total participants

No prior year

Average account balance

$379,631

No prior year

Annual return

1.52%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.48M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$60K

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

+10.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8090

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 codes2J2E

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$242

$121 / participant

Other / not subdivided$242100.0%

% of EOY assets

0.032%

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

$379,631

$106,115+257.8%

$85,969+341.6%

$125,389+202.8%

Participation rate

100.0%

84.1%+15.9pp

76.5%+23.5pp

83.2%+16.8pp

Annual return

1.52%

13.93%-12.4pp

9.32%-7.8pp

282.24%-280.7pp

Employer contribution / active EE

$21,000

$4,537+362.9%

$3,474+504.4%

$4,866+331.6%

Participant deferral / active EE

$17,500

$4,859+260.1%

$3,829+357.0%

$5,352+227.0%

Admin fee / account holder

$121

$8,144-98.5%

$6,053-98.0%

$9,541-98.7%

FALDET DAIRY CONSULTING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALDET DAIRY CONSULTING, INC.

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