Retirement plan

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

Name: DISK ENTERPRISE SOLUTIONS, INC. - DISK ENTERPRISE SOLUTIONS, INC. 401 (K) PROFIT SHA (2018) 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 2018

46970 BRADLEY BLVD, SUITE C201 - LEXINGTON PARK, MD 20653240-237-8383ilikedesi.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$811K

+36.9% from 2017

Total participants

+39.3% from 2017

Average account balance

$22,514

-5.0% from 2017

Annual return

-6.54%

-26.22 pp from 2017

Benchmarks

See 2,967 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,967 peers

Snapshot2018

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

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

$62K

$1769 / participant

Other / not subdivided$62K100.0%

% of EOY assets

7.640%

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

$22,514

$58,600-61.6%

$83,327-73.0%

$64,173-64.9%

Participation rate

91.4%

72.0%+19.4pp

77.8%+13.7pp

69.6%+21.9pp

Annual return

-6.54%

9.66%-16.2pp

10.64%-17.2pp

7.63%-14.2pp

Employer contribution / active EE

$2,276

$2,098+8.5%

$3,379-32.6%

$2,381-4.4%

Participant deferral / active EE

$6,834

$4,656+46.8%

$5,565+22.8%

$3,470+97.0%

Admin fee / account holder

$1,720

$9,282-81.5%

$7,540-77.2%

$4,887-64.8%

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