Retirement plan

MILHOUSE & NEAL, L.L.P. 401K PLAN

Name: MILHOUSE & NEAL, L.L.P. - MILHOUSE & NEAL, L.L.P. 401K PLAN (2019) Form 5500
Creator: MILHOUSE & NEAL, L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILHOUSE & NEAL, L.L.P. 401K PLAN, MILHOUSE & NEAL, L.L.P.

MILHOUSE & NEAL, L.L.P.EIN 43-1385775Plan #001PY 2019

40 WELDON PARKWAY - MARYLAND HEIGHTS, MO 63043314-995-6900mn-cpa.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+9.7% from 2018

Total participants

0.0% from 2018

Average account balance

$166,769

+9.7% from 2018

Annual return

23.07%

+30.10 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.65M

Not enough data

1 years with asset history on file

Average account balance

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

$274K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.53%

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 codes2E2G2J3E

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

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

$370K

$26462 / participant

Other / not subdivided$370K100.0%

% of EOY assets

15.868%

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

$166,769

$157,304+6.0%

$141,197+18.1%

$152,909+9.1%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

23.07%

64.34%-41.3pp

71.41%-48.3pp

345.46%-322.4pp

Employer contribution / active EE

$972

$5,263-81.5%

$4,736-79.5%

$4,764-79.6%

Participant deferral / active EE

$5,076

$7,111-28.6%

$6,710-24.4%

$5,851-13.3%

Admin fee / account holder

$26,462

$12,126+118.2%

$10,265+157.8%

$11,601+128.1%

MILHOUSE & NEAL, L.L.P. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILHOUSE & NEAL, L.L.P. 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