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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$447K

+25.7% from 2018

Total participants

-9.3% from 2018

Average account balance

$12,082

+18.9% from 2018

Annual return

16.79%

+21.65 pp from 2018

Benchmarks

See 7,712 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,712 peers

Snapshot2019

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

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

$26K

$1219 / participant

Other / not subdivided$26K100.0%

% of EOY assets

5.725%

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

$12,082

$108,695-88.9%

$74,722-83.8%

$152,897-92.1%

Participation rate

90.5%

65.4%+25.1pp

54.5%+36.0pp

82.5%+8.0pp

Annual return

16.79%

114.11%-97.3pp

753.11%-736.3pp

345.43%-328.6pp

Employer contribution / active EE

$712

$1,504-52.6%

$1,084-34.3%

$4,764-85.0%

Participant deferral / active EE

$2,021

$2,712-25.5%

$1,963+2.9%

$5,851-65.5%

Admin fee / account holder

$692

$4,906-85.9%

$3,335-79.3%

$11,599-94.0%

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