Retirement plan

DOLLARHIDE FINANCIAL GROUP, LLC 401(K) PLAN

Name: THE DOLLARHIDE FINANCIAL GROUP, LLC - DOLLARHIDE FINANCIAL GROUP, LLC 401(K) PLAN (2021) Form 5500
Creator: THE DOLLARHIDE FINANCIAL GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOLLARHIDE FINANCIAL GROUP, LLC 401(K) PLAN, THE DOLLARHIDE FINANCIAL GROUP, LLC

THE DOLLARHIDE FINANCIAL GROUP, LLCEIN 86-1019656Plan #001PY 2021

2929 E. CAMELBACK ROAD, SUITE 236 - PHOENIX, AZ 85016480-538-2900touchstonewealth.comLinkedIn51-200 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+44.2% from 2020

Total participants

-7.1% from 2020

Average account balance

$44,384

+19.1% from 2020

Annual return

14.71%

-7.85 pp from 2020

Benchmarks

See 33,465 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,465 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

84.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$214K

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

+18.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5238

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 codes2E2G2J2R3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$120

$6 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.012%

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

$44,384

$209,874-78.9%

$189,537-76.6%

$167,536-73.5%

Participation rate

85.7%

88.7%-2.9pp

87.8%-2.1pp

82.1%+3.6pp

Annual return

14.71%

748.61%-733.9pp

555.34%-540.6pp

478.82%-464.1pp

Employer contribution / active EE

$2,193

$6,913-68.3%

$6,161-64.4%

$4,839-54.7%

Participant deferral / active EE

$7,744

$8,934-13.3%

$8,220-5.8%

$6,342+22.1%

Admin fee / account holder

$14,299-100.0%

$12,048-100.0%

$12,315-100.0%

DOLLARHIDE FINANCIAL GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOLLARHIDE FINANCIAL GROUP, LLC 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