Retirement plan

EMPLOYEE BENEFIT PLAN OF M DESIGN GLOBAL, INC.

Name: M DESIGN GLOBAL, INC. - EMPLOYEE BENEFIT PLAN OF M DESIGN GLOBAL, INC. (2020) Form 5500
Creator: M DESIGN GLOBAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF M DESIGN GLOBAL, INC., M DESIGN GLOBAL, INC.

M DESIGN GLOBAL, INC.EIN 46-0567965Plan #001PY 2020

54465 29 PALMS HWY - YUCCA VALLEY, CA 922842446760-369-3690

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$723K

+30.7% from 2019

Total participants

-4.5% from 2019

Average account balance

$40,181

+38.0% from 2019

Annual return

18.24%

-4.43 pp from 2019

Benchmarks

See 21,449 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,449 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$725K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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

+14.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1950

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 codes2F2G2T

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$225 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.497%

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

$40,181

$112,121-64.2%

$95,960-58.1%

$158,966-74.7%

Participation rate

81.3%

79.0%+2.3pp

77.1%+4.2pp

82.0%-0.7pp

Annual return

18.24%

171.16%-152.9pp

91.63%-73.4pp

302.95%-284.7pp

Employer contribution / active EE

$1,236

$3,199-61.3%

$2,541-51.3%

$4,762-74.0%

Participant deferral / active EE

$3,299

$4,784-31.0%

$4,167-20.8%

$5,983-44.9%

Admin fee / account holder

$200

$10,135-98.0%

$6,797-97.1%

$11,250-98.2%

EMPLOYEE BENEFIT PLAN OF M DESIGN GLOBAL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF M DESIGN GLOBAL, INC.

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