Retirement plan

JOE DIETER AND SONS, INC. EMPLOYEES 401K PLAN

Name: JOE DIETER AND SONS, INC. - JOE DIETER AND SONS, INC. EMPLOYEES 401K PLAN (2020) 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 2020

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.5M

+3.1% from 2019

Total participants

+18.2% from 2019

Average account balance

$134,728

-12.8% from 2019

Annual return

-2.99%

-10.25 pp from 2019

Benchmarks

See 6,938 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,938 peers

Snapshot2020

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$116 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.069%

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

$134,728

$102,638+31.3%

$81,982+64.3%

$158,982-15.3%

Participation rate

100.0%

75.5%+24.5pp

69.3%+30.7pp

82.0%+18.0pp

Annual return

-2.99%

61.05%-64.0pp

41.31%-44.3pp

302.99%-306.0pp

Employer contribution / active EE

$3,604

$3,241+11.2%

$2,498+44.3%

$4,763-24.3%

Participant deferral / active EE

$6,304

$4,649+35.6%

$3,722+69.4%

$5,983+5.4%

Admin fee / account holder

$93

$8,237-98.9%

$5,665-98.4%

$11,252-99.2%

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