Retirement plan

CHARLES MILLIGAN 401K PLAN

Name: CHARLES MILLIGAN - CHARLES MILLIGAN 401K PLAN (2017) Form 5500
Creator: CHARLES MILLIGAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARLES MILLIGAN 401K PLAN, CHARLES MILLIGAN

CHARLES MILLIGANEIN 47-2298566Plan #001PY 2017

102 HIDDEN FALLS LANE - MAUMELLE, AR 72113479-747-9407

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$372K

+37.5% from 2016

Total participants

0.0% from 2016

Average account balance

$371,920

+37.5% from 2016

Annual return

17.91%

+9.37 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$705K

Not enough data

1 years with asset history on file

Average account balance

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

$705K

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

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

+15.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6641

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 codes2E2J2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$371,920

$113,338+228.1%

$94,993+291.5%

$147,586+152.0%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

17.91%

20.80%-2.9pp

27.14%-9.2pp

578.59%-560.7pp

Employer contribution / active EE

$35,000

$3,160+1007.4%

$2,603+1244.3%

$4,876+617.7%

Participant deferral / active EE

$18,000

$3,777+376.6%

$3,317+442.7%

$5,439+231.0%

Admin fee / account holder

$6,063-100.0%

$4,960-100.0%

$10,886-100.0%

CHARLES MILLIGAN 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHARLES MILLIGAN 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion