Retirement plan

DUBROW LIGHTING & DESIGN SOLO K PLAN

Name: ALAN DUBROW - DUBROW LIGHTING & DESIGN SOLO K PLAN (2017) Form 5500
Creator: ALAN DUBROW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUBROW LIGHTING & DESIGN SOLO K PLAN, ALAN DUBROW

ALAN DUBROWdba DUBROW LIGHTING AND DESIGNEIN 36-3484532Plan #001PY 2017

1300 CENTENNIAL DRIVE - PERU, IL 61354815-579-0626

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$323K

No prior year

Total participants

No prior year

Average account balance

$322,940

No prior year

Annual return

51.16%

No prior year

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

-0.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$322,940

$150,447+114.7%

$136,298+136.9%

$147,586+118.8%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

51.16%

1049.15%-998.0pp

5156.27%-5105.1pp

578.59%-527.4pp

Employer contribution / active EE

$34,134

$5,256+549.4%

$4,696+626.9%

$4,876+600.0%

Participant deferral / active EE

$6,631-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

DUBROW LIGHTING & DESIGN SOLO K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DUBROW LIGHTING & DESIGN SOLO K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion