Retirement plan

DOYLE HERMAN DESIGN ASSOCIATES 401(K) RETIREMENT PLAN

Name: DOYLE HERMAN DESIGN ASSOCIATES, LLC - DOYLE HERMAN DESIGN ASSOCIATES 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: DOYLE HERMAN DESIGN ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOYLE HERMAN DESIGN ASSOCIATES 401(K) RETIREMENT PLAN, DOYLE HERMAN DESIGN ASSOCIATES, LLC

DOYLE HERMAN DESIGN ASSOCIATES, LLCEIN 06-1612366Plan #002PY 2016

125 GREENWICH AVENUE - GREENWICH, CT 06830203-869-2900jdda.comLinkedIn1-10 employeesdesign

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$800K

No prior year

Total participants

No prior year

Average account balance

$57,120

No prior year

Annual return

7.07%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$217K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+19.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$722

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 codes2E2J2F3D

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).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$204 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.280%

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

$57,120

$135,956-58.0%

$123,894-53.9%

$273,972-79.2%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

7.07%

56.63%-49.6pp

47.52%-40.5pp

41.46%-34.4pp

Employer contribution / active EE

$2,616

$5,170-49.4%

$4,617-43.3%

$4,869-46.3%

Participant deferral / active EE

$6,971

$6,343+9.9%

$5,984+16.5%

$5,287+31.8%

Admin fee / account holder

$160

$9,817-98.4%

$8,357-98.1%

$10,133-98.4%

DOYLE HERMAN DESIGN ASSOCIATES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOYLE HERMAN DESIGN ASSOCIATES 401(K) RETIREMENT PLAN

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