Retirement plan

DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN

Name: DATL DO IT, INC. - DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: DATL DO IT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN, DATL DO IT, INC.

DATL DO IT, INC.EIN 59-2834794Plan #001PY 2020

1750 TREE BLVD. SUITE #2 - ST. AUGUSTINE, FL 32092904-824-6140datldoit.comLinkedIn1-10 employeesfood production

Other plans on this EIN

1 filing

#002Retirement-$597K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$288K

+21.0% from 2019

Total participants

+12.5% from 2019

Average account balance

$31,961

+7.5% from 2019

Annual return

9.97%

-2.72 pp from 2019

Benchmarks

See 3,639 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,639 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$632K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

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

+5.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$441

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$368 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.768%

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

$31,961

$105,929-69.8%

$81,716-60.9%

$158,966-79.9%

Participation rate

100.0%

75.6%+24.4pp

72.0%+28.0pp

82.0%+18.0pp

Annual return

9.97%

38.19%-28.2pp

29.49%-19.5pp

302.95%-293.0pp

Employer contribution / active EE

$4,361

$7,802-44.1%

$4,310+1.2%

$4,762-8.4%

Participant deferral / active EE

$13,007-100.0%

$7,108-100.0%

$5,983-100.0%

Admin fee / account holder

$246

$8,492-97.1%

$5,159-95.2%

$11,250-97.8%

DAT'L DO IT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAT'L DO IT, INC. 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