Retirement plan

DIGITAL VIEW, INC. 401(K) PLAN

Name: DIGITAL VIEW, INC. - DIGITAL VIEW, INC. 401(K) PLAN (2024) Form 5500
Creator: DIGITAL VIEW, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIGITAL VIEW, INC. 401(K) PLAN, DIGITAL VIEW, INC.

DIGITAL VIEW, INC.EIN 77-0479428Plan #001PY 2024

18440 TECHNOLOGY DRIVE, BUILDING 13 - MORGAN HILL, CA 95037408-782-7773LinkedIn11-50 employeesinformation technology and services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1M

+24.0% from 2023

Total participants

0.0% from 2023

Average account balance

$146,795

+24.0% from 2023

Annual return

13.50%

-2.40 pp from 2023

Benchmarks

See 23,882 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,882 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

53.8%

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

$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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$146,795

$166,131-11.6%

$164,975-11.0%

$145,877+0.6%

Participation rate

38.5%

82.0%-43.6pp

78.6%-40.2pp

80.3%-41.8pp

Annual return

13.50%

100.37%-86.9pp

70.12%-56.6pp

551.28%-537.8pp

Employer contribution / active EE

$1,757

$5,276-66.7%

$4,343-59.5%

$4,663-62.3%

Participant deferral / active EE

$4,964

$6,962-28.7%

$6,033-17.7%

$6,691-25.8%

Admin fee / account holder

$16,648-100.0%

$12,688-100.0%

$13,402-100.0%

DIGITAL VIEW, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DIGITAL VIEW, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion