Retirement plan

DOUG AITKEN INC. 401(K) PLAN

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

DOUG AITKEN INC.EIN 26-1692602Plan #002PY 2017

610 CRESTMOORE PLACE - VENICE, CA 90291310-822-6550LinkedIn1-10 employeesveterinary

Other plans on this EIN

1 filing

#003Retirement-$663K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$386K

+26.0% from 2016

Total participants

0.0% from 2016

Average account balance

$77,246

+26.0% from 2016

Annual return

10.68%

+17.72 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$197K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1342

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 codes2E2J3D

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.

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

$4K

$904 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.936%

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

$77,246

$165,939-53.4%

$122,354-36.9%

$147,586-47.7%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

10.68%

34.56%-23.9pp

30.28%-19.6pp

578.59%-567.9pp

Employer contribution / active EE

$7,175

$5,754+24.7%

$4,051+77.1%

$4,876+47.1%

Participant deferral / active EE

$5,299

$4,005+32.3%

$3,287+61.2%

$5,439-2.6%

Admin fee / account holder

$723

$7,425-90.3%

$5,479-86.8%

$10,886-93.4%

DOUG AITKEN INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUG AITKEN 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