Retirement plan

DOMINION JEWELERS, INC. 401(K) PLAN

Name: DOMINION JEWELERS, INC. - DOMINION JEWELERS, INC. 401(K) PLAN (2015) Form 5500
Creator: DOMINION JEWELERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOMINION JEWELERS, INC. 401(K) PLAN, DOMINION JEWELERS, INC.

DOMINION JEWELERS, INC.EIN 52-1351056Plan #001PY 2015

917 WEST BROAD STREET - FALLS CHURCH, VA 22046703-237-3737

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$685K

No prior year

Total participants

No prior year

Average account balance

$34,230

No prior year

Annual return

-1.34%

No prior year

Benchmarks

See 8,867 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort8,867 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.70M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$253K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2015

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 codes2E2F2J2T3D

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).
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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,230

$45,566-24.9%

$64,105-46.6%

$59,633-42.6%

Participation rate

70.4%

60.2%+10.2pp

68.2%+2.2pp

68.7%+1.7pp

Annual return

-1.34%

4.95%-6.3pp

791.24%-792.6pp

2041.40%-2042.7pp

Employer contribution / active EE

$2,430

$934+160.2%

$1,820+33.5%

$2,203+10.3%

Participant deferral / active EE

$4,314

$2,057+109.8%

$2,822+52.9%

$3,192+35.2%

Admin fee / account holder

$3,268-100.0%

$4,499-100.0%

$4,297-100.0%

DOMINION JEWELERS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DOMINION JEWELERS, 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