Retirement plan

DODDS KIDD & RYAN PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Name: DODDS KIDD & RYAN - DODDS KIDD & RYAN PROFIT SHARING AND EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: DODDS KIDD & RYAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DODDS KIDD & RYAN PROFIT SHARING AND EMPLOYEE SAVINGS PLAN, DODDS KIDD & RYAN

DODDS KIDD & RYANEIN 71-0363086Plan #001PY 2016

313 WEST SECOND STREET - LITTLE ROCK, AR 722012409501-375-9901dkrfirm.comLinkedIn1-10 employeeslaw practice

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.3M

+12.4% from 2015

Total participants

No prior year

Average account balance

$184,142

No prior year

Annual return

17.30%

+22.41 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+1.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20988

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 codes2E2G2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$86K

$14373 / participant

Other / not subdivided$86K100.0%

% of EOY assets

6.690%

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

$184,142

$135,956+35.4%

$123,894+48.6%

$273,972-32.8%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

17.30%

56.63%-39.3pp

47.52%-30.2pp

41.46%-24.2pp

Employer contribution / active EE

$1,474

$5,170-71.5%

$4,617-68.1%

$4,869-69.7%

Participant deferral / active EE

$1,777

$6,343-72.0%

$5,984-70.3%

$5,287-66.4%

Admin fee / account holder

$12,319

$9,817+25.5%

$8,357+47.4%

$10,133+21.6%

DODDS KIDD & RYAN PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DODDS KIDD & RYAN PROFIT SHARING AND EMPLOYEE SAVINGS 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