Retirement plan

DOLSON, INC. 401(K) RETIREMENT PLAN

Name: DOLSON, INC. - DOLSON, INC. 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: DOLSON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOLSON, INC. 401(K) RETIREMENT PLAN, DOLSON, INC.

DOLSON, INC.EIN 39-1475444Plan #001PY 2018

150 S. STEVENS STREET - RHINELANDER, WI 545011459715-365-1920

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$929K

+3.6% from 2017

Total participants

+100.0% from 2017

Average account balance

$185,843

+3.6% from 2017

Annual return

-5.15%

-21.14 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.31M

Not enough data

1 years with asset history on file

Average account balance

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

$463K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5411

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$185,843

$97,729+90.2%

$83,830+121.7%

$135,379+37.3%

Participation rate

30.8%

80.0%-49.2pp

76.1%-45.4pp

82.6%-51.9pp

Annual return

-5.15%

1287.52%-1292.7pp

850.97%-856.1pp

519.79%-524.9pp

Employer contribution / active EE

$4,222-100.0%

$3,631-100.0%

$4,779-100.0%

Participant deferral / active EE

$6,018

$4,683+28.5%

$4,082+47.4%

$5,609+7.3%

Admin fee / account holder

$6,674-100.0%

$5,479-100.0%

$10,828-100.0%

DOLSON, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DOLSON, INC. 401(K) RETIREMENT 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