Retirement plan

RED DOT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: RED DOT CORPORATION - RED DOT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2018) Form 5500
Creator: RED DOT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RED DOT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, RED DOT CORPORATION

RED DOT CORPORATIONEIN 91-0784146Plan #001PY 2018

495 ANDOVER PARK E - SEATTLE, WA 981887605206-575-3840reddotcorp.comLinkedIn201-500 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#002Retirement-$10.4M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$19.7M

+2.3% from 2017

Total participants

355

-20.9% from 2017

Average account balance

$55,686

+29.2% from 2017

Annual return

2.45%

+22.34 pp from 2017

Benchmarks

See 2,409 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,409 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.28M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

385

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+20.26%

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

1 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 codes2I2O2Q3F3I

Plan features

2I
Stock bonus
Stock bonus plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,686

$65,118-14.5%

$76,767-27.5%

$55,725-0.1%

Participation rate

99.6%

79.6%+20.0pp

77.0%+22.7pp

70.9%+28.8pp

Annual return

2.45%

-1.27%+3.7pp

2.43%0pp

244.93%-242.5pp

Employer contribution / active EE

$10,163

$1,941+423.6%

$2,485+308.9%

$2,078+389.0%

Participant deferral / active EE

$3,688-100.0%

$3,852-100.0%

$3,356-100.0%

Admin fee / account holder

$116-100.0%

$6,675-100.0%

$115-100.0%

RED DOT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RED DOT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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