Retirement plan

C RICHARD DICKINSON & CO 401(K) PLAN

Name: C RICHARD DICKINSON & CO, PC - C RICHARD DICKINSON & CO 401(K) PLAN (2018) Form 5500
Creator: C RICHARD DICKINSON & CO, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C RICHARD DICKINSON & CO 401(K) PLAN, C RICHARD DICKINSON & CO, PC

C RICHARD DICKINSON & CO, PCdba DICKINSON - DESJARDINS CPASEIN 88-0314903Plan #001PY 2018

6600 W CHARLESTON BLVD STE 122 - LAS VEGAS, NV 89146702-878-7227

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$568K

-1.7% from 2017

Total participants

-33.3% from 2017

Average account balance

No prior year

Annual return

-9.13%

-18.72 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$413K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+0.80%

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 codes2E2G2J2R

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$257

$64 / participant

Other / not subdivided$257100.0%

% of EOY assets

0.045%

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

$138,075-100.0%

$123,552-100.0%

$135,379-100.0%

Participation rate

0.0%

84.7%-84.7pp

82.3%-82.3pp

82.6%-82.6pp

Annual return

-9.13%

153.70%-162.8pp

119.20%-128.3pp

519.79%-528.9pp

Employer contribution / active EE

$2,177

$5,152-57.7%

$4,628-53.0%

$4,779-54.4%

Participant deferral / active EE

$8,525

$6,800+25.4%

$6,426+32.7%

$5,609+52.0%

Admin fee / account holder

$10,917-100.0%

$9,285-100.0%

$10,828-100.0%

C RICHARD DICKINSON & CO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C RICHARD DICKINSON & CO 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