Retirement plan

DUETTO INTEGRATED SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Name: DUETTO INTEGRATED SYSTEMS, INC. - DUETTO INTEGRATED SYSTEMS, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: DUETTO INTEGRATED SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUETTO INTEGRATED SYSTEMS, INC. 401(K) PROFIT SHARING PLAN, DUETTO INTEGRATED SYSTEMS, INC.

DUETTO INTEGRATED SYSTEMS, INC.EIN 76-0706072Plan #001PY 2016

85 HOFFMAN LANE, SUITE Q - ISLANDIA, NY 11749631-851-0102

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$741K

+20.0% from 2015

Total participants

+57.1% from 2015

Average account balance

$82,296

-6.7% from 2015

Annual return

6.59%

+9.28 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$203K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2281

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 codes2E2G2J2T3D

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.
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

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

$6K

$688 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.836%

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

$82,296

$88,707-7.2%

$74,184+10.9%

$273,972-70.0%

Participation rate

77.8%

79.4%-1.7pp

76.6%+1.2pp

83.0%-5.2pp

Annual return

6.59%

11.94%-5.4pp

17.74%-11.1pp

41.46%-34.9pp

Employer contribution / active EE

$2,395

$3,159-24.2%

$2,370+1.0%

$4,869-50.8%

Participant deferral / active EE

$6,784

$4,212+61.1%

$3,550+91.1%

$5,287+28.3%

Admin fee / account holder

$688

$8,717-92.1%

$5,586-87.7%

$10,133-93.2%

DUETTO INTEGRATED SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUETTO INTEGRATED SYSTEMS, INC. 401(K) PROFIT SHARING 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