Retirement plan

S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN

Name: S.E.W. FRIEL - S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN (2019) Form 5500
Creator: S.E.W. FRIEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN, S.E.W. FRIEL

S.E.W. FRIELEIN 52-0320370Plan #001PY 2019

PO BOX 10 - QUEENSTOWN, MD 216580010410-827-8811sewfriel.comLinkedIn201-500 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.9M

+19.2% from 2018

Total participants

+1.3% from 2018

Average account balance

$64,856

+14.4% from 2018

Annual return

19.68%

+12.85 pp from 2018

Benchmarks

See 2,445 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,445 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.66M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

123.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$339K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3532

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2J2F2G3D3H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$263K

$3805 / participant

Other / not subdivided$263K100.0%

% of EOY assets

5.398%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,856

$58,927+10.1%

$76,817-15.6%

$72,985-11.1%

Participation rate

97.1%

67.3%+29.8pp

72.1%+25.0pp

69.5%+27.6pp

Annual return

19.68%

2305.64%-2286.0pp

1166.11%-1146.4pp

81.00%-61.3pp

Employer contribution / active EE

$449

$1,787-74.9%

$2,302-80.5%

$2,440-81.6%

Participant deferral / active EE

$2,686

$2,690-0.2%

$3,336-19.5%

$3,607-25.5%

Admin fee / account holder

$3,501

$4,013-12.8%

$6,420-45.5%

$5,124-31.7%

S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.E.W. FRIEL PROFIT SHARING AND 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