Retirement plan

DATOMA, INC. PROFIT SHARING PLAN AND SELF-EMPLOYED 401(K) PLAN

Name: DATOMA, INC. - DATOMA, INC. PROFIT SHARING PLAN AND SELF-EMPLOYED 401(K) PLAN (2020) Form 5500
Creator: DATOMA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATOMA, INC. PROFIT SHARING PLAN AND SELF-EMPLOYED 401(K) PLAN, DATOMA, INC.

DATOMA, INC.EIN 76-0569260Plan #001PY 2020

7600 CHEROKEE STREET - KATY, TX 77494

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.5M

+14.2% from 2019

Total participants

0.0% from 2019

Average account balance

$818,459

+14.2% from 2019

Annual return

21.50%

+0.32 pp from 2019

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.04M

Not enough data

1 years with asset history on file

Average account balance

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

$1.7M

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

$87K

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

+16.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8300

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$495K

$61899 / participant

Other / not subdivided$495K100.0%

% of EOY assets

7.563%

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

$818,459

$228,352+258.4%

$185,835+340.4%

$158,966+414.9%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

21.50%

40.81%-19.3pp

35.96%-14.5pp

302.95%-281.5pp

Employer contribution / active EE

$9,776

$4,967+96.8%

$4,087+139.2%

$4,762+105.3%

Participant deferral / active EE

$6,416-100.0%

$5,633-100.0%

$5,983-100.0%

Admin fee / account holder

$61,899

$11,867+421.6%

$9,502+551.4%

$11,250+450.2%

DATOMA, INC. PROFIT SHARING PLAN AND SELF-EMPLOYED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DATOMA, INC. PROFIT SHARING PLAN AND SELF-EMPLOYED 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