Retirement plan

C. R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN

Name: MARQUEE HOMES, INC. - C. R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: MARQUEE HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C. R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN, MARQUEE HOMES, INC.

MARQUEE HOMES, INC.EIN 54-1341925Plan #001PY 2018

538 G. WYTHE CREEK RD - POQUOSON, VA 236621569757-868-9707marqueehomesva.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$356K

+1.0% from 2017

Total participants

-5.6% from 2017

Average account balance

$22,278

-55.8% from 2017

Annual return

-5.32%

-10.03 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

+3.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$252 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.918%

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

$22,278

$97,761-77.2%

$83,850-73.4%

$135,382-83.5%

Participation rate

92.3%

80.0%+12.4pp

76.1%+16.2pp

82.6%+9.7pp

Annual return

-5.32%

1287.44%-1292.8pp

850.92%-856.2pp

519.77%-525.1pp

Employer contribution / active EE

$696

$4,222-83.5%

$3,631-80.8%

$4,779-85.4%

Participant deferral / active EE

$1,031

$4,682-78.0%

$4,082-74.7%

$5,609-81.6%

Admin fee / account holder

$205

$6,674-96.9%

$5,478-96.3%

$10,829-98.1%

C. R. MCLELLON BUILDER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C. R. MCLELLON BUILDER, INC. 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