Retirement plan

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

Name: DISK ENTERPRISE SOLUTIONS, INC. - DISK ENTERPRISE SOLUTIONS, INC. 401 (K) PROFIT SHA (2017) 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 2017

46970 BRADLEY BLVD, SUITE C201 - LEXINGTON PARK, MD 20653301-788-0405ilikedesi.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$592K

+9.4% from 2016

Total participants

+7.7% from 2016

Average account balance

$23,689

+13.7% from 2016

Annual return

19.68%

+12.45 pp from 2016

Benchmarks

See 2,904 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,904 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.06M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

117.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$578K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2333

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$216K

$8644 / participant

Other / not subdivided$216K100.0%

% of EOY assets

36.488%

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

$23,689

$64,348-63.2%

$90,162-73.7%

$70,131-66.2%

Participation rate

88.0%

70.4%+17.6pp

76.9%+11.1pp

69.5%+18.5pp

Annual return

19.68%

28.13%-8.5pp

34.88%-15.2pp

73.14%-53.5pp

Employer contribution / active EE

$2,046-100.0%

$3,318-100.0%

$2,342-100.0%

Participant deferral / active EE

$6,406

$4,389+46.0%

$5,287+21.2%

$3,332+92.3%

Admin fee / account holder

$8,644

$3,944+119.2%

$5,943+45.4%

$4,645+86.1%

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