Retirement plan

J. MICHAEL'S DOCKSIDE BAR & GRILL, INC. 401K PLAN

Name: J. MICHAEL'S DOCKSIDE BAR & GRILL, INC. - J. MICHAEL'S DOCKSIDE BAR & GRILL, INC. 401K PLAN (2015) Form 5500
Creator: J. MICHAEL'S DOCKSIDE BAR & GRILL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. MICHAEL'S DOCKSIDE BAR & GRILL, INC. 401K PLAN, J. MICHAEL'S DOCKSIDE BAR & GRILL, INC.

J. MICHAEL'S DOCKSIDE BAR & GRILL, INC.EIN 59-3424112Plan #001PY 2015

3210 THOMAS DRIVE - PANAMA CITY BEACH, FL 32408850-233-2055LinkedIn11-50 employeesrestaurants

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$212K

No prior year

Total participants

No prior year

Average account balance

$6,436

No prior year

Annual return

-1.13%

No prior year

Benchmarks

See 4,877 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort4,877 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$541K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$931

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 codes2J3D

Plan features

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$388 / participant

Other / not subdivided$9K100.0%

% of EOY assets

4.382%

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

$6,436

$90,320-92.9%

$59,496-89.2%

$125,389-94.9%

Participation rate

100.0%

68.3%+31.7pp

54.6%+45.4pp

83.2%+16.8pp

Annual return

-1.13%

369.13%-370.3pp

182.05%-183.2pp

282.24%-283.4pp

Employer contribution / active EE

$982

$1,792-45.2%

$1,153-14.8%

$4,866-79.8%

Participant deferral / active EE

$645

$2,716-76.3%

$1,829-64.8%

$5,352-88.0%

Admin fee / account holder

$282

$3,063-90.8%

$2,232-87.4%

$9,541-97.0%

J. MICHAEL'S DOCKSIDE BAR & GRILL, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. MICHAEL'S DOCKSIDE BAR & GRILL, INC. 401K 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