Retirement plan

M. SCHNOLL & SONS, INC. PROFIT SHARING PLAN

Name: M. SCHNOLL & SONS, INC. - M. SCHNOLL & SONS, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: M. SCHNOLL & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M. SCHNOLL & SONS, INC. PROFIT SHARING PLAN, M. SCHNOLL & SONS, INC.

M. SCHNOLL & SONS, INC.EIN 23-1441544Plan #002PY 2018

3151 WEIKEL STREET - PHILADELPHIA, PA 19134215-634-5000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+1.3% from 2017

Total participants

+11.1% from 2017

Average account balance

$168,849

-8.9% from 2017

Annual return

-5.20%

-20.83 pp from 2017

Benchmarks

See 38,945 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,945 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.73M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

115.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$301K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17855

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2G2R2F3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$743 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.396%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$168,849

$97,757+72.7%

$83,848+101.4%

$135,375+24.7%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-5.20%

1287.37%-1292.6pp

850.88%-856.1pp

519.73%-524.9pp

Employer contribution / active EE

$12,000

$4,222+184.3%

$3,631+230.5%

$4,779+151.1%

Participant deferral / active EE

$4,682-100.0%

$4,082-100.0%

$5,609-100.0%

Admin fee / account holder

$669

$6,674-90.0%

$5,478-87.8%

$10,827-93.8%

M. SCHNOLL & SONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M. SCHNOLL & SONS, 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