Retirement plan

DOUGLAS ORR PLUMBING, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: DOUGLAS ORR PLUMBING, INC. - DOUGLAS ORR PLUMBING, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: DOUGLAS ORR PLUMBING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLAS ORR PLUMBING, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN, DOUGLAS ORR PLUMBING, INC.

DOUGLAS ORR PLUMBING, INC.EIN 59-1958608Plan #001PY 2018

301 FLAGLER DRIVE - MIAMI SPRINGS, FL 33166305-887-1687douglasorrplumbing.comLinkedIn51-200 employees

Other plans on this EIN

1 filing

#002Retirement-$330K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

-0.5% from 2017

Total participants

-56.3% from 2017

Average account balance

$120,902

+42.1% from 2017

Annual return

-6.69%

-24.31 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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

$198K

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

+28.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$811

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 codes2E2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

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

$27K

$1933 / participant

Other / not subdivided$27K100.0%

% of EOY assets

1.599%

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

$120,902

$97,729+23.7%

$83,830+44.2%

$135,379-10.7%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-6.69%

1287.52%-1294.2pp

850.97%-857.7pp

519.79%-526.5pp

Employer contribution / active EE

$3,437

$4,222-18.6%

$3,631-5.3%

$4,779-28.1%

Participant deferral / active EE

$5,584

$4,683+19.3%

$4,082+36.8%

$5,609-0.4%

Admin fee / account holder

$1,933

$6,674-71.0%

$5,479-64.7%

$10,828-82.1%

DOUGLAS ORR PLUMBING, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUGLAS ORR PLUMBING, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

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