Retirement plan

DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN

Name: DEALERS ELECTRIC MOTORS LP - DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN (2018) Form 5500
Creator: DEALERS ELECTRIC MOTORS LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN, DEALERS ELECTRIC MOTORS LP

DEALERS ELECTRIC MOTORS LPEIN 11-3111819Plan #004PY 2018

P.O. BOX 795 - HILLSIDE, NJ 07205908-688-1966

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+9.9% from 2017

Total participants

+10.0% from 2017

Average account balance

$212,652

-0.1% from 2017

Annual return

3.88%

-1.68 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.99M

Not enough data

1 years with asset history on file

Average account balance

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

$544K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$292K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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 codes2E2J3D

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.
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

$1K

$154 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.059%

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

$212,652

$135,645+56.8%

$110,243+92.9%

$135,380+57.1%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

3.88%

513.24%-509.4pp

314.76%-310.9pp

519.81%-515.9pp

Employer contribution / active EE

$3,333

$4,907-32.1%

$3,827-12.9%

$4,779-30.2%

Participant deferral / active EE

$11,002

$5,507+99.8%

$4,672+135.5%

$5,609+96.2%

Admin fee / account holder

$126

$11,458-98.9%

$8,548-98.5%

$10,828-98.8%

DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEALERS INDUSTRIAL EQUIPMENT, LLC 401K 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