Retirement plan

DAVIS DRAPERY HARDWARE LLC 401K PROFIT SHARING PLAN & TRUST

Name: DAVIS DRAPERY HARDWARE, LLC - DAVIS DRAPERY HARDWARE LLC 401K PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: DAVIS DRAPERY HARDWARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVIS DRAPERY HARDWARE LLC 401K PROFIT SHARING PLAN & TRUST, DAVIS DRAPERY HARDWARE, LLC

DAVIS DRAPERY HARDWARE, LLCEIN 94-3354597Plan #001PY 2018

1675 ROLLINS ROAD SUITE C - BURLINGAME, CA 94010650-692-0360davisdraperyhardware.comLinkedIn1-10 employeeswholesale

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$529K

+11.4% from 2017

Total participants

+7.1% from 2017

Average account balance

$37,804

+11.4% from 2017

Annual return

-7.29%

-24.41 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$706K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$125

$11 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.024%

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

$37,804

$135,645-72.1%

$110,243-65.7%

$135,380-72.1%

Participation rate

90.9%

83.5%+7.4pp

79.8%+11.1pp

82.6%+8.3pp

Annual return

-7.29%

513.24%-520.5pp

314.76%-322.0pp

519.81%-527.1pp

Employer contribution / active EE

$1,353

$4,907-72.4%

$3,827-64.6%

$4,779-71.7%

Participant deferral / active EE

$6,736

$5,507+22.3%

$4,672+44.2%

$5,609+20.1%

Admin fee / account holder

$11,458-99.9%

$8,548-99.9%

$10,828-99.9%

DAVIS DRAPERY HARDWARE LLC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVIS DRAPERY HARDWARE LLC 401K PROFIT SHARING PLAN & 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