Retirement plan

DUNGAREE'S LLC 401(K) PLAN

Name: DUNGAREES LLC - DUNGAREE'S LLC 401(K) PLAN (2019) Form 5500
Creator: DUNGAREES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUNGAREE'S LLC 401(K) PLAN, DUNGAREES LLC

DUNGAREES LLCEIN 43-1902995Plan #001PY 2019

500 E BROADWAY - COLUMBIA, MO 65201573-268-3011dungarees.comLinkedIn51-200 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$712K

+64.4% from 2018

Total participants

+32.1% from 2018

Average account balance

$24,552

+30.4% from 2018

Annual return

26.82%

+41.56 pp from 2018

Benchmarks

See 9,366 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,366 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.10M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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

$281K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$902

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 codes2E2F2G2J

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$307 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.551%

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

$24,552

$58,493-58.0%

$84,021-70.8%

$72,975-66.4%

Participation rate

77.8%

61.2%+16.5pp

69.0%+8.8pp

69.5%+8.3pp

Annual return

26.82%

28.93%-2.1pp

71.32%-44.5pp

81.01%-54.2pp

Employer contribution / active EE

$1,560

$1,163+34.2%

$1,984-21.3%

$2,440-36.1%

Participant deferral / active EE

$3,264

$2,394+36.3%

$3,239+0.8%

$3,608-9.5%

Admin fee / account holder

$381

$4,569-91.7%

$6,102-93.8%

$5,124-92.6%

DUNGAREE'S LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUNGAREE'S LLC 401(K) 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