Retirement plan

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

Name: DAVE SLAUSON POOL SERVICE, INC. - DAVE SLAUSON POOL SERVICE, INC. 401(K) PLAN (2019) 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 2019

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

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+25.9% from 2018

Total participants

+50.0% from 2018

Average account balance

$755,674

+25.9% from 2018

Annual return

18.90%

+26.63 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$18K

$5905 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.172%

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

$755,674

$103,008+633.6%

$90,304+736.8%

$152,897+394.2%

Participation rate

66.7%

75.9%-9.2pp

73.3%-6.6pp

82.5%-15.8pp

Annual return

18.90%

95.22%-76.3pp

78.13%-59.2pp

345.43%-326.5pp

Employer contribution / active EE

$11,477

$3,139+265.6%

$2,855+302.0%

$4,764+140.9%

Participant deferral / active EE

$16,667

$4,281+289.3%

$3,885+329.0%

$5,851+184.8%

Admin fee / account holder

$8,858

$6,175+43.4%

$5,354+65.4%

$11,599-23.6%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVE SLAUSON POOL SERVICE, INC. 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