Retirement plan

DOXA RETIREMENT PLAN

Name: DOXA CORPORATION - DOXA RETIREMENT PLAN (2023) Form 5500
Creator: DOXA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOXA RETIREMENT PLAN, DOXA CORPORATION

DOXA CORPORATIONEIN 46-2614980Plan #001PY 2023

805 LAKE ST #295 - OAK PARK, IL 60301708-524-5100

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$161K

+2.1% from 2022

Total participants

0.0% from 2022

Average account balance

$161,446

+2.1% from 2022

Annual return

2.13%

-62.31 pp from 2022

Benchmarks

See 11,277 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort11,277 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$119K

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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

-26.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$30

$30 / participant

Other / not subdivided$30100.0%

% of EOY assets

0.019%

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

$161,446

$105,145+53.5%

$94,664+70.5%

$139,466+15.8%

Participation rate

100.0%

82.4%+17.6pp

80.8%+19.2pp

80.3%+19.7pp

Annual return

2.13%

38.09%-36.0pp

156.84%-154.7pp

373.66%-371.5pp

Employer contribution / active EE

$4,107-100.0%

$3,673-100.0%

$4,754-100.0%

Participant deferral / active EE

$7,599-100.0%

$7,417-100.0%

$6,712-100.0%

Admin fee / account holder

$30

$8,972-99.7%

$7,222-99.6%

$11,409-99.7%

DOXA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOXA RETIREMENT 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