Retirement plan

JOE DIETER AND SONS, INC. EMPLOYEES 401K PLAN

Name: JOE DIETER AND SONS, INC. - JOE DIETER AND SONS, INC. EMPLOYEES 401K PLAN (2018) Form 5500
Creator: JOE DIETER AND SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOE DIETER AND SONS, INC. EMPLOYEES 401K PLAN, JOE DIETER AND SONS, INC.

JOE DIETER AND SONS, INC.EIN 36-2530520Plan #002PY 2018

30 W. 010 FERRY ROAD - NAPERVILLE, IL 60563630-983-7107LinkedIn11-50 employeespackage/freight delivery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3M

+19.8% from 2017

Total participants

0.0% from 2017

Average account balance

$151,393

+19.8% from 2017

Annual return

13.22%

+0.05 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.24M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

119.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$214K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34956

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$480

$24 / participant

Other / not subdivided$480100.0%

% of EOY assets

0.016%

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

$151,393

$85,790+76.5%

$67,313+124.9%

$135,380+11.8%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

13.22%

-0.54%+13.8pp

-4.08%+17.3pp

519.81%-506.6pp

Employer contribution / active EE

$3,015

$3,487-13.5%

$2,566+17.5%

$4,779-36.9%

Participant deferral / active EE

$5,312

$4,651+14.2%

$3,568+48.9%

$5,609-5.3%

Admin fee / account holder

$24

$6,392-99.6%

$4,507-99.5%

$10,828-99.8%

JOE DIETER AND SONS, INC. EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOE DIETER AND SONS, INC. EMPLOYEES 401K 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