Retirement plan

JACKSON DODDS & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST

Name: JACKSON DODDS & COMPANY INC - JACKSON DODDS & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: JACKSON DODDS & COMPANY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON DODDS & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST, JACKSON DODDS & COMPANY INC

JACKSON DODDS & COMPANY INCEIN 45-3059069Plan #001PY 2017

PO BOX 492 - SOUTHAMPTON, NY 11969631-604-5693jacksondoddsinc.comLinkedIn11-50 employees

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$442K

+33.8% from 2016

Total participants

+157.1% from 2016

Average account balance

$44,216

No prior year

Annual return

12.76%

+4.01 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

45.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$193K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5891

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 codes2E2F2G2J3D

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.
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

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

$1K

$77 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.227%

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

$44,216

$101,063-56.2%

$81,473-45.7%

$147,586-70.0%

Participation rate

38.5%

74.5%-36.0pp

68.0%-29.5pp

82.8%-44.4pp

Annual return

12.76%

32.41%-19.6pp

38.78%-26.0pp

578.59%-565.8pp

Employer contribution / active EE

$1,534

$3,206-52.1%

$2,568-40.3%

$4,876-68.5%

Participant deferral / active EE

$3,807

$4,242-10.3%

$3,537+7.6%

$5,439-30.0%

Admin fee / account holder

$101

$5,812-98.3%

$4,561-97.8%

$10,886-99.1%

JACKSON DODDS & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON DODDS & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST

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