Retirement plan

DELHI MOTOR CO., INC. PENSION PLAN

Name: DELHI MOTOR CO., INC. - DELHI MOTOR CO., INC. PENSION PLAN (2017) Form 5500
Creator: DELHI MOTOR CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELHI MOTOR CO., INC. PENSION PLAN, DELHI MOTOR CO., INC.

DELHI MOTOR CO., INC.EIN 15-0588893Plan #001PY 2017

4 MEREDITH ST. - DELHI, NY 13753607-746-2181LinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$136K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$708K

+471.9% from 2016

Total participants

0.0% from 2016

Average account balance

$117,984

+471.9% from 2016

Annual return

11.85%

+1.88 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$345K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5930

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 codes2E2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$14K

$2326 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.971%

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

$117,984

$99,652+18.4%

$78,778+49.8%

$147,585-20.1%

Participation rate

100.0%

76.2%+23.8pp

69.2%+30.8pp

82.8%+17.2pp

Annual return

11.85%

47.28%-35.4pp

35.62%-23.8pp

578.58%-566.7pp

Employer contribution / active EE

$759

$2,796-72.9%

$1,986-61.8%

$4,876-84.4%

Participant deferral / active EE

$2,169

$3,664-40.8%

$2,958-26.7%

$5,439-60.1%

Admin fee / account holder

$2,326

$7,155-67.5%

$5,134-54.7%

$10,886-78.6%

DELHI MOTOR CO., INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELHI MOTOR CO., INC. PENSION 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