Retirement plan

DESIGN FOR CONTEXT, LLC 401(K) PROFIT SHARING

Name: DESIGN FOR CONTEXT, LLC - DESIGN FOR CONTEXT, LLC 401(K) PROFIT SHARING (2019) Form 5500
Creator: DESIGN FOR CONTEXT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DESIGN FOR CONTEXT, LLC 401(K) PROFIT SHARING, DESIGN FOR CONTEXT, LLC

DESIGN FOR CONTEXT, LLCEIN 26-2104002Plan #001PY 2019

1022 TWO SHIPS CT. - COLUMBIA, MD 21045301-613-0757

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+29.7% from 2018

Total participants

0.0% from 2018

Average account balance

$60,323

+29.7% from 2018

Annual return

19.71%

+24.18 pp from 2018

Benchmarks

See 8,830 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$84 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.084%

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

$60,323

$107,941-44.1%

$91,994-34.4%

$152,897-60.5%

Participation rate

91.7%

81.2%+10.5pp

78.6%+13.0pp

82.5%+9.2pp

Annual return

19.71%

89.28%-69.6pp

69.04%-49.3pp

345.43%-325.7pp

Employer contribution / active EE

$1,945

$4,212-53.8%

$3,453-43.7%

$4,764-59.2%

Participant deferral / active EE

$5,802

$6,366-8.9%

$5,924-2.1%

$5,851-0.8%

Admin fee / account holder

$50

$10,521-99.5%

$7,744-99.3%

$11,599-99.6%

DESIGN FOR CONTEXT, LLC 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DESIGN FOR CONTEXT, LLC 401(K) PROFIT SHARING

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