Retirement plan

MSEG, LLC 401(K) PLAN

Name: MOMENT STRUCTURAL ENGINEERING GROUP, LLC - MSEG, LLC 401(K) PLAN (2017) Form 5500
Creator: MOMENT STRUCTURAL ENGINEERING GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MSEG, LLC 401(K) PLAN, MOMENT STRUCTURAL ENGINEERING GROUP, LLC

MOMENT STRUCTURAL ENGINEERING GROUP, LLCEIN 27-1435070Plan #001PY 2017

10530 WARWICK AVENUE, SUITE #C5 - FAIRFAX, VA 22030703-988-2350

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$393K

+51.7% from 2016

Total participants

+28.6% from 2016

Average account balance

$56,170

+51.7% from 2016

Annual return

21.60%

+12.64 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.30%

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 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

$210

$26 / participant

Other / not subdivided$210100.0%

% of EOY assets

0.053%

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

$56,170

$106,003-47.0%

$92,236-39.1%

$147,585-61.9%

Participation rate

75.0%

80.4%-5.4pp

76.5%-1.5pp

82.8%-7.8pp

Annual return

21.60%

50.05%-28.4pp

176.29%-154.7pp

578.57%-557.0pp

Employer contribution / active EE

$2,574

$4,333-40.6%

$3,679-30.0%

$4,876-47.2%

Participant deferral / active EE

$7,179

$4,478+60.3%

$3,897+84.2%

$5,439+32.0%

Admin fee / account holder

$30

$6,333-99.5%

$5,194-99.4%

$10,885-99.7%

MSEG, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MSEG, LLC 401(K) 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