Retirement plan

THE DOCEO COMPANIES 401(K) PLAN

Name: DOCEO OFFICE SOLUTIONS, LLC - THE DOCEO COMPANIES 401(K) PLAN (2016) Form 5500
Creator: DOCEO OFFICE SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DOCEO COMPANIES 401(K) PLAN, DOCEO OFFICE SOLUTIONS, LLC

DOCEO OFFICE SOLUTIONS, LLCEIN 20-1861997Plan #001PY 2016

325 COTTAGE HILL ROAD - YORK, PA 17401717-718-8190LinkedIn11-50 employeespaper & forest products

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$59K

+72.5% from 2015

Total participants

0.0% from 2015

Average account balance

$4,534

+19.4% from 2015

Annual return

7.77%

+9.41 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.70M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

112.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$367K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+23.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1206

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$69 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.883%

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

$4,534

$105,623-95.7%

$87,502-94.8%

$273,972-98.3%

Participation rate

81.3%

78.2%+3.1pp

73.8%+7.4pp

83.0%-1.8pp

Annual return

7.77%

12.26%-4.5pp

12.21%-4.4pp

41.46%-33.7pp

Employer contribution / active EE

$625

$3,141-80.1%

$2,550-75.5%

$4,869-87.2%

Participant deferral / active EE

$817

$3,601-77.3%

$3,149-74.0%

$5,287-84.5%

Admin fee / account holder

$85

$4,781-98.2%

$4,221-98.0%

$10,133-99.2%

THE DOCEO COMPANIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DOCEO COMPANIES 401(K) 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