Retirement plan

DOHENY'S, LLC 401(K) PROFIT SHARING PLAN

Name: DOHENY'S, LLC - DOHENY'S, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: DOHENY'S, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOHENY'S, LLC 401(K) PROFIT SHARING PLAN, DOHENY'S, LLC

DOHENY'S, LLCEIN 39-2040206Plan #001PY 2018

10411 80TH AVE. - PLEASANT PRAIRIE, WI 53158262-605-1060doheny.comLinkedIn201-500 employeesconsumer goods

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

-1.0% from 2017

Total participants

-10.2% from 2017

Average account balance

$80,113

+1.9% from 2017

Annual return

-5.98%

-24.86 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.46M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

75.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$396K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2774

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$85K

$2170 / participant

Other / not subdivided$85K100.0%

% of EOY assets

3.019%

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

$80,113

$49,177+62.9%

$79,467+0.8%

$64,173+24.8%

Participation rate

76.9%

65.0%+11.9pp

73.3%+3.6pp

69.6%+7.4pp

Annual return

-5.98%

-1.16%-4.8pp

718.30%-724.3pp

7.63%-13.6pp

Employer contribution / active EE

$1,554

$2,076-25.2%

$2,800-44.5%

$2,381-34.7%

Participant deferral / active EE

$4,251

$2,821+50.7%

$3,704+14.8%

$3,470+22.5%

Admin fee / account holder

$2,418

$3,839-37.0%

$5,104-52.6%

$4,887-50.5%

DOHENY'S, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOHENY'S, LLC 401(K) PROFIT SHARING 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