Retirement plan

DISK ENTERPRISE SOLUTIONS, INC. 401 (K) PROFIT SHA

Name: DISK ENTERPRISE SOLUTIONS, INC. - DISK ENTERPRISE SOLUTIONS, INC. 401 (K) PROFIT SHA (2016) Form 5500
Creator: DISK ENTERPRISE SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DISK ENTERPRISE SOLUTIONS, INC. 401 (K) PROFIT SHA, DISK ENTERPRISE SOLUTIONS, INC.

DISK ENTERPRISE SOLUTIONS, INC.EIN 52-2338862Plan #003PY 2016

46940 SOUTH SHANGRI LA DRIVE, 2ND FLOOR - LEXINGTON PARK, MD 20653301-788-0405ilikedesi.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$541K

+39.7% from 2015

Total participants

+4.0% from 2015

Average account balance

$20,827

+34.3% from 2015

Annual return

7.23%

+8.60 pp from 2015

Benchmarks

See 2,876 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,876 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.04M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

133.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$587K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2948

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$90 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.432%

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

$20,827

$56,287-63.0%

$80,977-74.3%

$62,881-66.9%

Participation rate

100.0%

68.9%+31.1pp

75.8%+24.2pp

69.3%+30.7pp

Annual return

7.23%

22.13%-14.9pp

17.11%-9.9pp

20.14%-12.9pp

Employer contribution / active EE

$1,943-100.0%

$3,715-100.0%

$2,281-100.0%

Participant deferral / active EE

$4,932

$4,196+17.6%

$5,696-13.4%

$3,203+54.0%

Admin fee / account holder

$90

$3,742-97.6%

$5,517-98.4%

$4,296-97.9%

DISK ENTERPRISE SOLUTIONS, INC. 401 (K) PROFIT SHA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DISK ENTERPRISE SOLUTIONS, INC. 401 (K) PROFIT SHA

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