Retirement plan

MILESKI HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Name: MILESKI HOLDINGS, INC. - MILESKI HOLDINGS, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: MILESKI HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILESKI HOLDINGS, INC. 401(K) PROFIT SHARING PLAN, MILESKI HOLDINGS, INC.

MILESKI HOLDINGS, INC.EIN 27-4544571Plan #001PY 2019

1971 W. 190TH STREET, STE. 100 - TORRANCE, CA 90504310-715-1300silverwingidaho.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$452K

+36.0% from 2018

Total participants

+33.3% from 2018

Average account balance

$113,104

+2.0% from 2018

Annual return

25.98%

+33.06 pp from 2018

Benchmarks

See 15,858 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,858 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

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

+21.46%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$65

$16 / participant

Other / not subdivided$65100.0%

% of EOY assets

0.014%

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

$113,104

$226,090-50.0%

$182,531-38.0%

$152,885-26.0%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

25.98%

192.57%-166.6pp

148.57%-122.6pp

345.39%-319.4pp

Employer contribution / active EE

$2,297

$4,978-53.9%

$4,075-43.6%

$4,763-51.8%

Participant deferral / active EE

$6,050

$6,369-5.0%

$5,525+9.5%

$5,851+3.4%

Admin fee / account holder

$16

$10,705-99.8%

$8,593-99.8%

$11,598-99.9%

MILESKI HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILESKI HOLDINGS, INC. 401(K) 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