Retirement plan

CALIFORNIA RETAINING WALLS PROFIT SHARING 401(K) PLAN

Name: DAYSH DEVELOPMENTS, INC. DBA CALIFORNIA RETAINING WALLS - CALIFORNIA RETAINING WALLS PROFIT SHARING 401(K) PLAN (2018) Form 5500
Creator: DAYSH DEVELOPMENTS, INC. DBA CALIFORNIA RETAINING WALLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA RETAINING WALLS PROFIT SHARING 401(K) PLAN, DAYSH DEVELOPMENTS, INC. DBA CALIFORNIA RETAINING WALLS

DAYSH DEVELOPMENTS, INC. DBA CALIFORNIA RETAINING WALLSEIN 68-0103595Plan #001PY 2018

865 TEAL DRIVE - BENICIA, CA 94510707-745-0200

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+34.1% from 2017

Total participants

+7.1% from 2017

Average account balance

$24,734

+27.7% from 2017

Annual return

-6.81%

-18.93 pp from 2017

Benchmarks

See 38,945 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,945 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.53M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

95.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$501K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19189

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

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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.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$268 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.568%

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

$24,734

$97,757-74.7%

$83,848-70.5%

$135,375-81.7%

Participation rate

86.4%

80.0%+6.4pp

76.1%+10.2pp

82.6%+3.7pp

Annual return

-6.81%

1287.37%-1294.2pp

850.88%-857.7pp

519.73%-526.5pp

Employer contribution / active EE

$2,350

$4,222-44.3%

$3,631-35.3%

$4,779-50.8%

Participant deferral / active EE

$3,300

$4,682-29.5%

$4,082-19.2%

$5,609-41.2%

Admin fee / account holder

$140

$6,674-97.9%

$5,478-97.4%

$10,827-98.7%

CALIFORNIA RETAINING WALLS PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA RETAINING WALLS PROFIT SHARING 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