Retirement plan

DODDS KIDD & RYAN PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Name: DODDS KIDD & RYAN - DODDS KIDD & RYAN PROFIT SHARING AND EMPLOYEE SAVINGS PLAN (2018) 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 2018

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

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-11.9% from 2017

Total participants

+14.3% from 2017

Average account balance

$166,462

-22.9% from 2017

Annual return

-14.42%

-29.92 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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 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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$18K

$3592 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.349%

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

$166,462

$138,076+20.6%

$123,553+34.7%

$135,380+23.0%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-14.42%

153.70%-168.1pp

119.21%-133.6pp

519.81%-534.2pp

Employer contribution / active EE

$3,399

$5,152-34.0%

$4,628-26.6%

$4,779-28.9%

Participant deferral / active EE

$4,603

$6,800-32.3%

$6,426-28.4%

$5,609-17.9%

Admin fee / account holder

$2,245

$10,917-79.4%

$9,284-75.8%

$10,828-79.3%

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