Retirement plan

DALES SAUCES, INC. PROFIT SHARING PLAN

Name: DALES SAUCES, INC. - DALES SAUCES, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: DALES SAUCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALES SAUCES, INC. PROFIT SHARING PLAN, DALES SAUCES, INC.

DALES SAUCES, INC.EIN 63-0692618Plan #001PY 2016

P.O. BOX 130684 - BIRMINGHAM, AL 352130684205-956-6334LinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.6M

+6.9% from 2015

Total participants

0.0% from 2015

Average account balance

$373,143

+6.9% from 2015

Annual return

6.46%

+8.41 pp from 2015

Benchmarks

See 3,036 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,036 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.99M

Not enough data

1 years with asset history on file

Average account balance

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

$665K

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

$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

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16172

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

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

$65K

$9333 / participant

Other / not subdivided$65K100.0%

% of EOY assets

2.501%

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

$373,143

$96,956+284.9%

$69,779+434.7%

$273,972+36.2%

Participation rate

100.0%

77.1%+22.9pp

71.8%+28.2pp

83.0%+17.0pp

Annual return

6.46%

12.93%-6.5pp

12.99%-6.5pp

41.46%-35.0pp

Employer contribution / active EE

$7,143

$3,316+115.4%

$2,338+205.5%

$4,869+46.7%

Participant deferral / active EE

$3,744-100.0%

$2,931-100.0%

$5,287-100.0%

Admin fee / account holder

$9,333

$7,934+17.6%

$4,381+113.0%

$10,133-7.9%

DALES SAUCES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALES SAUCES, INC. 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