Retirement plan

MYRON L. OLSON MASTER CHEESEMAKER, LLC.

Name: MYRON L. OLSON MASTER CHEESEMAKER, LLC. - MYRON L. OLSON MASTER CHEESEMAKER, LLC. (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+12.6% from 2016

Total participants

-3.6% from 2016

Average account balance

$112,970

+17.7% from 2016

Annual return

13.56%

+10.09 pp from 2016

Benchmarks

See 2,342 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,342 peers

Snapshot2017

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

$155K

$6202 / participant

Other / not subdivided$155K100.0%

% of EOY assets

6.239%

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

$112,970

$56,544+99.8%

$75,501+49.6%

$70,126+61.1%

Participation rate

80.0%

68.1%+11.9pp

72.4%+7.6pp

69.5%+10.5pp

Annual return

13.56%

23.59%-10.0pp

27.35%-13.8pp

73.15%-59.6pp

Employer contribution / active EE

$657

$1,817-63.8%

$2,352-72.1%

$2,343-71.9%

Participant deferral / active EE

$4,656

$2,580+80.5%

$3,142+48.2%

$3,332+39.7%

Admin fee / account holder

$7,048

$3,827+84.2%

$5,801+21.5%

$4,645+51.7%

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