Retirement plan

DONNA ELLE, INC. 401(K) PLAN

Name: DONNA ELLE DESIGN - DONNA ELLE, INC. 401(K) PLAN (2023) Form 5500
Creator: DONNA ELLE DESIGN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONNA ELLE, INC. 401(K) PLAN, DONNA ELLE DESIGN

DONNA ELLE DESIGNEIN 46-4490575Plan #001PY 2023

9 NOBSKA WAY - NANTUCKET, MA 025542723508-228-7320donnaelle.comLinkedIn1-10 employeesdesign

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$445K

+23.5% from 2022

Total participants

0.0% from 2022

Average account balance

$222,397

+23.5% from 2022

Annual return

12.80%

+32.05 pp from 2022

Benchmarks

See 139,965 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,965 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$717K

Not enough data

1 years with asset history on file

Average account balance

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

$358K

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

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+13.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3091

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$222,397

$148,534+49.7%

$135,903+63.6%

$139,434+59.5%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

12.80%

79.19%-66.4pp

68.23%-55.4pp

372.94%-360.1pp

Employer contribution / active EE

$2,950

$5,243-43.7%

$4,856-39.3%

$4,751-37.9%

Participant deferral / active EE

$16,250

$8,100+100.6%

$7,758+109.5%

$6,710+142.2%

Admin fee / account holder

$12,400-100.0%

$10,762-100.0%

$11,403-100.0%

DONNA ELLE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DONNA ELLE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion