Retirement plan

DUCKDUCKGO 401(K) PLAN

Name: DUCK DUCK GO, INC. - DUCKDUCKGO 401(K) PLAN (2024) Form 5500
Creator: DUCK DUCK GO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUCKDUCKGO 401(K) PLAN, DUCK DUCK GO, INC.

DUCK DUCK GO, INC.EIN 26-2313288Plan #001PY 2024

20 PAOLI PIKE - PAOLI, PA 19301413-822-1780

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$8.9M

+50.0% from 2023

Total participants

131

+12.9% from 2023

Average account balance

$76,800

+20.2% from 2023

Annual return

22.93%

+2.55 pp from 2023

Benchmarks

See 1,012 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort1,012 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.91M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

116

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.

100.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+22.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2791

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 codes2E3D2G2J2F2T

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$324K

$2815 / participant

Other / not subdivided$324K100.0%

% of EOY assets

3.634%

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

$76,800

$79,045-2.8%

$100,378-23.5%

$74,429+3.2%

Participation rate

87.0%

79.4%+7.5pp

81.5%+5.4pp

67.2%+19.7pp

Annual return

22.93%

20.61%+2.3pp

49.41%-26.5pp

1368.38%-1345.4pp

Employer contribution / active EE

$3,015-100.0%

$3,942-100.0%

$2,625-100.0%

Participant deferral / active EE

$16,754

$7,751+116.1%

$8,087+107.2%

$4,348+285.3%

Admin fee / account holder

$2,791

$1,335+109.1%

$7,899-64.7%

$1,944+43.5%

DUCKDUCKGO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUCKDUCKGO 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