Retirement plan

DELTA ELECTRIC INC PROFIT SHARING PLAN AND TRUST

Name: DELTA ELECTRIC, INC. - DELTA ELECTRIC INC PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: DELTA ELECTRIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA ELECTRIC INC PROFIT SHARING PLAN AND TRUST, DELTA ELECTRIC, INC.

DELTA ELECTRIC, INC.EIN 39-1776687Plan #001PY 2019

2319 EATON LN - RACINE, WI 534041725262-632-5955deltactr.comLinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+24.1% from 2018

Total participants

0.0% from 2018

Average account balance

$1,120,288

+24.1% from 2018

Annual return

17.42%

+28.02 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$1.8M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17851

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

$1,120,288

$107,363+943.5%

$92,909+1105.8%

$152,897+632.7%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

17.42%

145.63%-128.2pp

109.44%-92.0pp

345.43%-328.0pp

Employer contribution / active EE

$36,000

$4,222+752.7%

$3,653+885.4%

$4,764+655.7%

Participant deferral / active EE

$24,500

$4,848+405.4%

$4,238+478.1%

$5,851+318.7%

Admin fee / account holder

$7,082-100.0%

$5,795-100.0%

$11,599-100.0%

DELTA ELECTRIC INC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DELTA ELECTRIC INC PROFIT SHARING PLAN AND TRUST

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