Retirement plan

DEER CREEK FABRICS, INC. PROFIT SHARING PLAN

Name: DEER CREEK FABRICS, INC. - DEER CREEK FABRICS, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: DEER CREEK FABRICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEER CREEK FABRICS, INC. PROFIT SHARING PLAN, DEER CREEK FABRICS, INC.

DEER CREEK FABRICS, INC.EIN 06-0899516Plan #001PY 2018

509 GLENBROOK RD - STAMFORD, CT 069061825203-964-0922deercreekfabrics.comLinkedIn1-10 employeesapparel & fashion

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.5M

+22.0% from 2017

Total participants

0.0% from 2017

Average account balance

$216,031

+4.6% from 2017

Annual return

7.30%

-3.59 pp from 2017

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$785K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+9.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23361

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 codes2E2F2G2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$216,031

$91,911+135.0%

$68,612+214.9%

$135,379+59.6%

Participation rate

100.0%

76.7%+23.3pp

72.2%+27.8pp

82.6%+17.4pp

Annual return

7.30%

-8.22%+15.5pp

-4.63%+11.9pp

519.79%-512.5pp

Employer contribution / active EE

$36,520

$3,924+830.8%

$2,625+1291.2%

$4,779+664.2%

Participant deferral / active EE

$4,315-100.0%

$3,311-100.0%

$5,609-100.0%

Admin fee / account holder

$9,240-100.0%

$5,131-100.0%

$10,828-100.0%

DEER CREEK FABRICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DEER CREEK FABRICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion