Retirement plan

DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST

Name: DIXIE H.C., LLC - DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST (2017) Form 5500
Creator: DIXIE H.C., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST, DIXIE H.C., LLC

DIXIE H.C., LLCEIN 61-1334464Plan #001PY 2017

THE SUMMIT II, 4360 BROWNSBORO ROAD, SUITE 212 - LOUISVILLE, KY 40207502-451-2223

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.3M

+13.6% from 2016

Total participants

0.0% from 2016

Average account balance

$1,613,987

+13.6% from 2016

Annual return

15.48%

+10.20 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort945 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.07M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52718

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$329K

$46959 / participant

Other / not subdivided$329K100.0%

% of EOY assets

2.910%

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

$1,613,987

$102,547+1473.9%

$78,210+1963.7%

$147,586+993.6%

Participation rate

100.0%

74.4%+25.6pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

15.48%

51.08%-35.6pp

40.90%-25.4pp

578.59%-563.1pp

Employer contribution / active EE

$19,853

$2,617+658.7%

$2,034+876.3%

$4,876+307.1%

Participant deferral / active EE

$976

$3,481-72.0%

$2,823-65.4%

$5,439-82.1%

Admin fee / account holder

$46,959

$5,059+828.2%

$3,758+1149.4%

$10,886+331.4%

DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST

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