Retirement plan

JARECKI MAUL P.C., L.L.O. SAFE HARBOR 401(K) PLAN

Name: JARECKI MAUL P.C., L.L.O. - JARECKI MAUL P.C., L.L.O. SAFE HARBOR 401(K) PLAN (2018) Form 5500
Creator: JARECKI MAUL P.C., L.L.O.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JARECKI MAUL P.C., L.L.O. SAFE HARBOR 401(K) PLAN, JARECKI MAUL P.C., L.L.O.

JARECKI MAUL P.C., L.L.O.EIN 45-2577112Plan #001PY 2018

525 WEST STATE STREET - ALBION, NE 68620402-395-1010

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$182K

No prior year

Total participants

No prior year

Average account balance

$26,057

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$487

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 codes2E2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$436

$73 / participant

Other / not subdivided$436100.0%

% of EOY assets

0.239%

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

$26,057

$138,072-81.1%

$123,549-78.9%

$135,382-80.8%

Participation rate

66.7%

84.7%-18.1pp

82.3%-15.6pp

82.6%-16.0pp

Annual return

0.00%

153.69%-153.7pp

119.20%-119.2pp

519.77%-519.8pp

Employer contribution / active EE

$1,746

$5,152-66.1%

$4,628-62.3%

$4,779-63.5%

Participant deferral / active EE

$7,582

$6,799+11.5%

$6,426+18.0%

$5,609+35.2%

Admin fee / account holder

$62

$10,917-99.4%

$9,284-99.3%

$10,829-99.4%

JARECKI MAUL P.C., L.L.O. SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JARECKI MAUL P.C., L.L.O. SAFE HARBOR 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