Retirement plan

DOLPHYN COMMERCIAL CONTRACTING 401(K) PLAN

Name: DOLPHYN COMMERCIAL CONTRACTING - DOLPHYN COMMERCIAL CONTRACTING 401(K) PLAN (2019) Form 5500
Creator: DOLPHYN COMMERCIAL CONTRACTING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOLPHYN COMMERCIAL CONTRACTING 401(K) PLAN, DOLPHYN COMMERCIAL CONTRACTING

DOLPHYN COMMERCIAL CONTRACTINGEIN 45-3644729Plan #001PY 2019

1751 WINTER JASMINE DR - DACULA, GA 30019770-945-1718LinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$61K

No prior year

Total participants

No prior year

Average account balance

$10,098

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$651K

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

36.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29189

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 codes2E2J2G2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$246

$31 / participant

Other / not subdivided$246100.0%

% of EOY assets

0.406%

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

$10,098

$107,353-90.6%

$92,903-89.1%

$152,885-93.4%

Participation rate

75.0%

79.8%-4.8pp

76.0%-1.0pp

82.5%-7.5pp

Annual return

0.00%

145.62%-145.6pp

109.43%-109.4pp

345.39%-345.4pp

Employer contribution / active EE

$1,281

$4,222-69.7%

$3,653-64.9%

$4,763-73.1%

Participant deferral / active EE

$5,985

$4,848+23.5%

$4,238+41.2%

$5,851+2.3%

Admin fee / account holder

$41

$7,081-99.4%

$5,795-99.3%

$11,598-99.6%

DOLPHYN COMMERCIAL CONTRACTING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOLPHYN COMMERCIAL CONTRACTING 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