Retirement plan

S.J.J. MIELE, INC. PROFIT SHARING PLAN

Name: S.J.J. MIELE, INC. - S.J.J. MIELE, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: S.J.J. MIELE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.J.J. MIELE, INC. PROFIT SHARING PLAN, S.J.J. MIELE, INC.

S.J.J. MIELE, INC.EIN 20-4980674Plan #001PY 2017

3377 ARAMINGO AVE - PHILADELPHIA, PA 19134215-620-7269

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$650K

+5.9% from 2016

Total participants

+28.6% from 2016

Average account balance

$40,640

-7.3% from 2016

Annual return

5.12%

+5.45 pp from 2016

Benchmarks

See 6,682 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,682 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$786K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+3.13%

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$72 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.155%

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

$40,640

$107,015-62.0%

$73,545-44.7%

$147,585-72.5%

Participation rate

85.7%

66.4%+19.3pp

54.9%+30.8pp

82.8%+2.9pp

Annual return

5.12%

38.25%-33.1pp

-15.16%+20.3pp

578.57%-573.5pp

Employer contribution / active EE

$415

$1,760-76.4%

$1,219-66.0%

$4,876-91.5%

Participant deferral / active EE

$2,462-100.0%

$1,806-100.0%

$5,439-100.0%

Admin fee / account holder

$63

$3,055-97.9%

$2,320-97.3%

$10,885-99.4%

S.J.J. MIELE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.J.J. MIELE, INC. PROFIT SHARING 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