Retirement plan

DUNDAS OFFICE INTERIORS, INC. PROFIT SHARING PLAN

Name: DUNDAS OFFICE INTERIORS, INC. - DUNDAS OFFICE INTERIORS, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: DUNDAS OFFICE INTERIORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUNDAS OFFICE INTERIORS, INC. PROFIT SHARING PLAN, DUNDAS OFFICE INTERIORS, INC.

DUNDAS OFFICE INTERIORS, INC.EIN 81-0461326Plan #001PY 2022

3730 NORTH MONTANA AVE - HELENA, MT 59602406-442-3448

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$495K

-8.7% from 2021

Total participants

-16.7% from 2021

Average account balance

$98,909

+9.6% from 2021

Annual return

-10.55%

-21.00 pp from 2021

Benchmarks

See 9,016 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,016 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$802K

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1265

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$29K

$5819 / participant

Other / not subdivided$29K100.0%

% of EOY assets

5.883%

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

$98,909

$106,551-7.2%

$91,225+8.4%

$134,532-26.5%

Participation rate

100.0%

76.8%+23.2pp

73.2%+26.8pp

81.2%+18.8pp

Annual return

-10.55%

160.78%-171.3pp

114.12%-124.7pp

418.27%-428.8pp

Employer contribution / active EE

$6,917

$3,331+107.6%

$2,851+142.6%

$4,741+45.9%

Participant deferral / active EE

$4,718-100.0%

$4,233-100.0%

$6,401-100.0%

Admin fee / account holder

$5,819

$6,234-6.7%

$5,422+7.3%

$11,429-49.1%

DUNDAS OFFICE INTERIORS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUNDAS OFFICE INTERIORS, INC. 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