Retirement plan

DIABETIC SOLUTIONS, INC. 401(K) PLAN

Name: DIABETIC SOLUTIONS, INC. - DIABETIC SOLUTIONS, INC. 401(K) PLAN (2019) Form 5500
Creator: DIABETIC SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIABETIC SOLUTIONS, INC. 401(K) PLAN, DIABETIC SOLUTIONS, INC.

DIABETIC SOLUTIONS, INC.EIN 65-1046809Plan #001PY 2019

10301 WEST SAMPLE ROAD - CORAL SPRINGS, FL 33065954-346-7759

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$183K

+62.5% from 2018

Total participants

+11.1% from 2018

Average account balance

$36,637

+62.5% from 2018

Annual return

16.19%

+19.03 pp from 2018

Benchmarks

See 18,790 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,790 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$475K

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-5.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$788

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 codes2E2G2J3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$579

$64 / participant

Other / not subdivided$579100.0%

% of EOY assets

0.316%

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

$36,637

$106,923-65.7%

$84,023-56.4%

$152,909-76.0%

Participation rate

44.4%

75.3%-30.8pp

69.0%-24.6pp

82.5%-38.0pp

Annual return

16.19%

105.02%-88.8pp

71.32%-55.1pp

345.46%-329.3pp

Employer contribution / active EE

$1,415

$2,735-48.3%

$1,984-28.7%

$4,764-70.3%

Participant deferral / active EE

$4,453

$4,013+11.0%

$3,239+37.5%

$5,851-23.9%

Admin fee / account holder

$116

$8,289-98.6%

$6,102-98.1%

$11,601-99.0%

DIABETIC SOLUTIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIABETIC SOLUTIONS, INC. 401(K) 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