Retirement plan

PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC.

Name: J.H. DOWLING, INC. - PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. (2017) Form 5500
Creator: J.H. DOWLING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC., J.H. DOWLING, INC.

J.H. DOWLING, INC.EIN 59-1280292Plan #001PY 2017

3019 JACKSON BLUFF ROAD - TALLAHASSEE, FL 32304850-222-2616

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+5.8% from 2016

Total participants

+38.5% from 2016

Average account balance

$159,719

-23.6% from 2016

Annual return

8.66%

-3.40 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.44M

Not enough data

1 years with asset history on file

Average account balance

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

$233K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7714

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$98K

$5438 / participant

Other / not subdivided$98K100.0%

% of EOY assets

3.405%

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

$159,719

$99,652+60.3%

$78,778+102.7%

$147,586+8.2%

Participation rate

100.0%

76.2%+23.8pp

69.2%+30.8pp

82.8%+17.2pp

Annual return

8.66%

47.28%-38.6pp

35.62%-27.0pp

578.59%-569.9pp

Employer contribution / active EE

$1,111

$2,796-60.3%

$1,986-44.0%

$4,876-77.2%

Participant deferral / active EE

$3,664-100.0%

$2,958-100.0%

$5,439-100.0%

Admin fee / account holder

$5,438

$7,155-24.0%

$5,134+5.9%

$10,886-50.0%

PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC.

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