Retirement plan

MYRON L. OLSON MASTER CHEESEMAKER, LLC.

Name: MYRON L. OLSON MASTER CHEESEMAKER, LLC. - MYRON L. OLSON MASTER CHEESEMAKER, LLC. (2015) Form 5500
Creator: MYRON L. OLSON MASTER CHEESEMAKER, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MYRON L. OLSON MASTER CHEESEMAKER, LLC., MYRON L. OLSON MASTER CHEESEMAKER, LLC.

MYRON L. OLSON MASTER CHEESEMAKER, LLC.EIN 39-1398282Plan #001PY 2015

2661 19TH STREET COURT - MONROE, WI 53566608-325-7535

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

No prior year

Average account balance

$92,531

No prior year

Annual return

0.32%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$936K

Not enough data

1 years with asset history on file

Average account balance

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

$468K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52857

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 codes2E2F2G2J3D

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.
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

$22K

$927 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.092%

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

$92,531

$87,016+6.3%

$63,244+46.3%

$125,389-26.2%

Participation rate

79.2%

77.1%+2.1pp

71.0%+8.1pp

83.2%-4.0pp

Annual return

0.32%

21.71%-21.4pp

-70.31%+70.6pp

282.24%-281.9pp

Employer contribution / active EE

$677

$3,601-81.2%

$2,322-70.8%

$4,866-86.1%

Participant deferral / active EE

$4,672

$3,939+18.6%

$2,953+58.2%

$5,352-12.7%

Admin fee / account holder

$1,011

$11,954-91.5%

$5,893-82.8%

$9,541-89.4%

MYRON L. OLSON MASTER CHEESEMAKER, LLC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MYRON L. OLSON MASTER CHEESEMAKER, LLC.

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