Retirement plan

THE PROFIT SHARING PLAN OF DOLAN CONCRETE CONSTRUCTION

Name: DOLAN CONCRETE CONSTRUCTION - THE PROFIT SHARING PLAN OF DOLAN CONCRETE CONSTRUCTION (2017) Form 5500
Creator: DOLAN CONCRETE CONSTRUCTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PROFIT SHARING PLAN OF DOLAN CONCRETE CONSTRUCTION, DOLAN CONCRETE CONSTRUCTION

DOLAN CONCRETE CONSTRUCTIONEIN 94-1357622Plan #003PY 2017

3045 ALFRED STREET - SANTA CLARA, CA 950543303408-869-3250dolanconcrete.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$4.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.1M

+27.2% from 2016

Total participants

+7.1% from 2016

Average account balance

$293,076

+27.2% from 2016

Annual return

13.68%

+9.81 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.17M

Not enough data

1 years with asset history on file

Average account balance

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

$512K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+11.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28108

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 codes2E3D2G2F2T

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15K

$994 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.363%

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

$293,076

$106,008+176.5%

$92,240+217.7%

$147,586+98.6%

Participation rate

93.3%

80.4%+12.9pp

76.5%+16.9pp

82.8%+10.5pp

Annual return

13.68%

50.05%-36.4pp

176.29%-162.6pp

578.59%-564.9pp

Employer contribution / active EE

$30,000

$4,333+592.3%

$3,680+715.3%

$4,876+515.2%

Participant deferral / active EE

$4,478-100.0%

$3,897-100.0%

$5,439-100.0%

Admin fee / account holder

$1,065

$6,333-83.2%

$5,194-79.5%

$10,886-90.2%

THE PROFIT SHARING PLAN OF DOLAN CONCRETE CONSTRUCTION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PROFIT SHARING PLAN OF DOLAN CONCRETE CONSTRUCTION

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