Retirement plan

DAVE SLAUSON POOL SERVICE, INC. 401(K) PLAN

Name: DAVE SLAUSON POOL SERVICE, INC. - DAVE SLAUSON POOL SERVICE, INC. 401(K) PLAN (2017) Form 5500
Creator: DAVE SLAUSON POOL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVE SLAUSON POOL SERVICE, INC. 401(K) PLAN, DAVE SLAUSON POOL SERVICE, INC.

DAVE SLAUSON POOL SERVICE, INC.EIN 26-0258644Plan #001PY 2017

30135 MADLOY ST - CASTAIC, CA 91384661-257-1651daves-ps.netLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+22.3% from 2016

Total participants

0.0% from 2016

Average account balance

$607,233

+22.3% from 2016

Annual return

13.96%

+8.23 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37999

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$607,233

$99,011+513.3%

$86,582+601.3%

$147,586+311.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.96%

1312.75%-1298.8pp

965.08%-951.1pp

578.59%-564.6pp

Employer contribution / active EE

$17,466

$3,132+457.6%

$2,839+515.1%

$4,876+258.2%

Participant deferral / active EE

$24,000

$3,972+504.2%

$3,609+565.1%

$5,439+341.3%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

DAVE SLAUSON POOL SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVE SLAUSON POOL SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion