Retirement plan

EMPLOYEE BENEFIT PLAN OF M.C.O. CONSTRUCTION AND SERVICES, INC.

Name: M.C.O. CONSTRUCTION AND SERVICES, INC. - EMPLOYEE BENEFIT PLAN OF M.C.O. CONSTRUCTION AND SERVICES, INC. (2018) Form 5500
Creator: M.C.O. CONSTRUCTION AND SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF M.C.O. CONSTRUCTION AND SERVICES, INC., M.C.O. CONSTRUCTION AND SERVICES, INC.

M.C.O. CONSTRUCTION AND SERVICES, INC.EIN 65-0400906Plan #001PY 2018

6600 NW 27TH AVE STE 208 - MIAMI, FL 331477220305-693-4344

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$288K

+57.2% from 2017

Total participants

+53.3% from 2017

Average account balance

$18,018

-11.6% from 2017

Annual return

-8.81%

-21.73 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2649

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 codes2F2S2T3D

Plan features

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$58

$4 / participant

Other / not subdivided$58100.0%

% of EOY assets

0.020%

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

$18,018

$97,732-81.6%

$83,831-78.5%

$135,380-86.7%

Participation rate

56.3%

80.0%-23.7pp

76.1%-19.9pp

82.6%-26.4pp

Annual return

-8.81%

1287.56%-1296.4pp

850.99%-859.8pp

519.81%-528.6pp

Employer contribution / active EE

$1,806

$4,222-57.2%

$3,631-50.3%

$4,779-62.2%

Participant deferral / active EE

$5,762

$4,683+23.0%

$4,082+41.1%

$5,609+2.7%

Admin fee / account holder

$6,675-99.9%

$5,479-99.9%

$10,828-100.0%

EMPLOYEE BENEFIT PLAN OF M.C.O. CONSTRUCTION AND SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF M.C.O. CONSTRUCTION AND SERVICES, INC.

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