Retirement plan

DAT'L DO IT, INC. CASH BALANCE PLAN

Name: DATL DO IT, INC. - DAT'L DO IT, INC. CASH BALANCE PLAN (2017) 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. CASH BALANCE PLAN, DATL DO IT, INC.

DATL DO IT, INC.EIN 59-2834794Plan #002PY 2017

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

Other plans on this EIN

1 filing

#001Retirement-$178K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$458K

+25.2% from 2016

Total participants

+50.0% from 2016

Average account balance

No prior year

Annual return

10.99%

+3.91 pp from 2016

Benchmarks

See 364 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined benefit

Participants<25

Cohort364 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$875K

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

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

$10K

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

+7.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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.

Enrolled actuary

1 attachment

See 1 actuary disclosure. $4.99 for your first month.

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Plan features & details

Pension benefit codes1A1C

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

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

$4K

$646 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.847%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$121,964-100.0%

$107,664-100.0%

$248,183-100.0%

Participation rate

0.0%

30.8%-30.8pp

10.0%-10.0pp

45.9%-45.9pp

Annual return

10.99%

10.73%+0.3pp

337.46%-326.5pp

10.21%+0.8pp

Employer contribution / active EE

$8,667

$31,543-72.5%

$20,191-57.1%

$42,272-79.5%

Participant deferral / active EE

$30-100.0%

$121-100.0%

Admin fee / account holder

$1,970-100.0%

$1,663-100.0%

$13,518-100.0%

DAT'L DO IT, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAT'L DO IT, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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