Retirement plan

MILLER FRIEL, PLLC PROFIT SHARING PLAN

Name: MILLER FRIEL, PLLC - MILLER FRIEL, PLLC PROFIT SHARING PLAN (2016) Form 5500
Creator: MILLER FRIEL, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER FRIEL, PLLC PROFIT SHARING PLAN, MILLER FRIEL, PLLC

MILLER FRIEL, PLLCEIN 45-2989169Plan #003PY 2016

1200 NEW HAMPSHIRE AVE., NW, SUITE 800 - WASHINGTON, DC 20036202-452-4876millerfriel.comLinkedIn1-10 employeeslaw practice

Other plans on this EIN

2 filings

#002Retirement-$1.5M assets #001Retirement-$386K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$536K

+37.6% from 2015

Total participants

0.0% from 2015

Average account balance

$178,818

+37.6% from 2015

Annual return

12.06%

+15.98 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.56M

Not enough data

1 years with asset history on file

Average account balance

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

$640K

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

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+17.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5971

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 codes2E2J

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.

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

$2K

$666 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.373%

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

$178,818

$135,956+31.5%

$123,894+44.3%

$273,972-34.7%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

12.06%

56.63%-44.6pp

47.52%-35.5pp

41.46%-29.4pp

Employer contribution / active EE

$13,140

$5,170+154.2%

$4,617+184.6%

$4,869+169.9%

Participant deferral / active EE

$20,000

$6,343+215.3%

$5,984+234.2%

$5,287+278.3%

Admin fee / account holder

$666

$9,817-93.2%

$8,357-92.0%

$10,133-93.4%

MILLER FRIEL, PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLER FRIEL, PLLC 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