Retirement plan

CURTIS MILLER INSURANCE AGENCY, INC. SAFE HARBOR 401K PLAN

Name: CURTIS MILLER INSURANCE AGENCY, INC. - CURTIS MILLER INSURANCE AGENCY, INC. SAFE HARBOR 401K PLAN (2016) Form 5500
Creator: CURTIS MILLER INSURANCE AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURTIS MILLER INSURANCE AGENCY, INC. SAFE HARBOR 401K PLAN, CURTIS MILLER INSURANCE AGENCY, INC.

CURTIS MILLER INSURANCE AGENCY, INC.EIN 55-0763827Plan #001PY 2016

1800 BLIZZARD DRIVE - PARKERSBURG, WV 26101304-485-6431curtismillerins.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+54.6% from 2015

Total participants

+33.3% from 2015

Average account balance

$266,927

+32.5% from 2015

Annual return

44.52%

+41.72 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.87M

Not enough data

1 years with asset history on file

Average account balance

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

$541K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+9.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2333

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 codes2G2J3D

Plan features

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.
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

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

$266,927

$153,769+73.6%

$133,975+99.2%

$273,972-2.6%

Participation rate

87.5%

88.4%-0.9pp

87.1%+0.4pp

83.0%+4.5pp

Annual return

44.52%

36.51%+8.0pp

29.29%+15.2pp

41.46%+3.1pp

Employer contribution / active EE

$7,853

$6,029+30.3%

$5,211+50.7%

$4,869+61.3%

Participant deferral / active EE

$7,433

$6,958+6.8%

$6,282+18.3%

$5,287+40.6%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

CURTIS MILLER INSURANCE AGENCY, INC. SAFE HARBOR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CURTIS MILLER INSURANCE AGENCY, INC. SAFE HARBOR 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