Retirement plan

MINDY MAES MARKET PROFIT SHARING AND 401K PLAN

Name: MINDY MAES MARKET LLC - MINDY MAES MARKET PROFIT SHARING AND 401K PLAN (2017) Form 5500
Creator: MINDY MAES MARKET LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MINDY MAES MARKET PROFIT SHARING AND 401K PLAN, MINDY MAES MARKET LLC

MINDY MAES MARKET LLCEIN 26-4753251Plan #001PY 2017

999 W 1500 S SUITE 400 - WOODS CROSS, UT 84087801-797-9522LinkedIn1-10 employeesretail

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$107K

+44.5% from 2016

Total participants

0.0% from 2016

Average account balance

$21,306

+44.5% from 2016

Annual return

-8.40%

-89.82 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$856K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4855

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 codes2E2G2J2R3D

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.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$348 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.307%

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

$21,306

$113,339-81.2%

$94,993-77.6%

$147,585-85.6%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

-8.40%

20.77%-29.2pp

27.12%-35.5pp

578.57%-587.0pp

Employer contribution / active EE

$2,167

$3,160-31.4%

$2,603-16.8%

$4,876-55.6%

Participant deferral / active EE

$7,928

$3,777+109.9%

$3,317+139.0%

$5,439+45.8%

Admin fee / account holder

$278

$6,063-95.4%

$4,960-94.4%

$10,885-97.4%

MINDY MAES MARKET PROFIT SHARING AND 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MINDY MAES MARKET PROFIT SHARING AND 401K 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