Retirement plan

DSI REAL ESTATE GROUP, INC. 401(K) SAFE HARBOR PLAN

Name: DSI REAL ESTATE GROUP, INC. - DSI REAL ESTATE GROUP, INC. 401(K) SAFE HARBOR PLAN (2019) Form 5500
Creator: DSI REAL ESTATE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DSI REAL ESTATE GROUP, INC. 401(K) SAFE HARBOR PLAN, DSI REAL ESTATE GROUP, INC.

DSI REAL ESTATE GROUP, INC.EIN 39-1600435Plan #001PY 2019

100 RIVER PLACE, SUITE 1 - MONONA, WI 53716608-226-3060dsirealestate.comLinkedIn1-10 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$718K

+26.7% from 2018

Total participants

+20.0% from 2018

Average account balance

$44,869

+18.8% from 2018

Annual return

19.96%

+25.17 pp from 2018

Benchmarks

See 15,862 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,862 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$767

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$343 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.573%

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

$44,869

$226,046-80.2%

$182,508-75.4%

$152,870-70.6%

Participation rate

83.3%

82.5%+0.9pp

78.0%+5.4pp

82.4%+0.9pp

Annual return

19.96%

192.52%-172.6pp

148.54%-128.6pp

345.34%-325.4pp

Employer contribution / active EE

$1,663

$4,977-66.6%

$4,075-59.2%

$4,763-65.1%

Participant deferral / active EE

$1,527

$6,368-76.0%

$5,525-72.4%

$5,850-73.9%

Admin fee / account holder

$257

$10,704-97.6%

$8,592-97.0%

$11,597-97.8%

DSI REAL ESTATE GROUP, INC. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DSI REAL ESTATE GROUP, INC. 401(K) SAFE HARBOR 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