Retirement plan

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN

Name: DUGAS, SOILEAU & BREAUX, L.L.C. - DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN (2017) Form 5500
Creator: DUGAS, SOILEAU & BREAUX, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN, DUGAS, SOILEAU & BREAUX, L.L.C.

DUGAS, SOILEAU & BREAUX, L.L.C.EIN 20-5338510Plan #001PY 2017

P.O. DRAWER 307 - CROWLEY, LA 705270307337-783-0650dsbcpafirm.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+11.9% from 2016

Total participants

-4.8% from 2016

Average account balance

$181,836

+17.8% from 2016

Annual return

17.11%

+9.67 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.32M

Not enough data

1 years with asset history on file

Average account balance

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

$227K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1208

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 codes2E2F2G2J

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.

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

$310K

$18236 / participant

Other / not subdivided$310K100.0%

% of EOY assets

8.973%

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

$181,836

$150,447+20.9%

$136,298+33.4%

$147,586+23.2%

Participation rate

94.1%

84.4%+9.7pp

81.9%+12.2pp

82.8%+11.3pp

Annual return

17.11%

1049.15%-1032.0pp

5156.27%-5139.2pp

578.59%-561.5pp

Employer contribution / active EE

$2,163

$5,256-58.8%

$4,696-53.9%

$4,876-55.6%

Participant deferral / active EE

$6,639

$6,631+0.1%

$6,247+6.3%

$5,439+22.1%

Admin fee / account holder

$16,317

$10,906+49.6%

$9,244+76.5%

$10,886+49.9%

DUGAS, SOILEAU & BREAUX, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUGAS, SOILEAU & BREAUX, L.L.C. 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