Retirement plan

DSM ENGINES LLC 401K PLAN

Name: DSM ENGINES LLC - DSM ENGINES LLC 401K PLAN (2018) Form 5500
Creator: DSM ENGINES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DSM ENGINES LLC 401K PLAN, DSM ENGINES LLC

DSM ENGINES LLCEIN 46-5471401Plan #001PY 2018

1775 TYSONS BLVD FL 5 - MCLEAN, VA 22102571-335-0303dsmengines.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$262K

+48.3% from 2017

Total participants

+100.0% from 2017

Average account balance

$32,783

-25.8% from 2017

Annual return

-14.27%

-14.27 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$315K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1604

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 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

2 tripped

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

$2K

$191 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.728%

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

$32,783

$138,075-76.3%

$123,552-73.5%

$135,379-75.8%

Participation rate

80.0%

84.7%-4.7pp

82.3%-2.3pp

82.6%-2.6pp

Annual return

-14.27%

153.70%-168.0pp

119.20%-133.5pp

519.79%-534.1pp

Employer contribution / active EE

$3,121

$5,152-39.4%

$4,628-32.6%

$4,779-34.7%

Participant deferral / active EE

$7,949

$6,800+16.9%

$6,426+23.7%

$5,609+41.7%

Admin fee / account holder

$239

$10,917-97.8%

$9,285-97.4%

$10,828-97.8%

DSM ENGINES LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DSM ENGINES LLC 401K 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