Retirement plan

DOMO, INC. 401(K) PLAN

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

DOMO, INC.EIN 87-0554725Plan #001PY 2016

772 E UTAH VALLEY DRIVE - AMERICAN FORK, UT 840035625801-805-9535domo.comLinkedIn501-1000 employeescomputer software

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$25.7M

+60.0% from 2015

Total participants

870

+16.5% from 2015

Average account balance

$34,529

+27.4% from 2015

Annual return

22.60%

+12.46 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$123.41M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

942

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.

89.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$67,681
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212	Other Services	$33,093
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325	Other Services	$0

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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$68K

$89 / participant

Contract admin$68K100.0%

% of EOY assets

0.263%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TANNER LLC
Auditor EIN: 202253063
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,529

$63,905-46.0%

$74,184-53.5%

$57,658-40.1%

Participation rate

83.6%

79.8%+3.8pp

76.6%+7.0pp

70.2%+13.4pp

Annual return

22.60%

60.60%-38.0pp

17.74%+4.9pp

5.13%+17.5pp

Employer contribution / active EE

$3,765

$1,840+104.6%

$2,370+58.9%

$1,974+90.8%

Participant deferral / active EE

$6,708

$3,448+94.5%

$3,550+89.0%

$3,061+119.2%

Admin fee / account holder

$91

$91-0.2%

$5,586-98.4%

$95-3.9%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$67,681

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MML INVESTORS SERVICES LLC

Service code 49 · EIN 04-2746212

Other Services

$33,093

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MML INSURANCE AGENCY LLC

Service code 49 · EIN 04-3109325

Other Services

DOMO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOMO, INC. 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