Retirement plan

MAKEL ENGINEERING, INC, 401(K) PROFIT SHARING PLAN

Name: MAKEL ENGINEERING INC. - MAKEL ENGINEERING, INC, 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MAKEL ENGINEERING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAKEL ENGINEERING, INC, 401(K) PROFIT SHARING PLAN, MAKEL ENGINEERING INC.

MAKEL ENGINEERING INC.dba MAKEL ENGINEERING, INC.EIN 68-0374879Plan #002PY 2017

1585 MARAUDER ST - CHICO, CA 959739064530-895-2771makelengineering.comLinkedIn11-50 employeesdefense & space

Prospect flagsHigh retiree %Low returns

How to read this page

Total assets (EOY)

$1.2M

+11.9% from 2016

Total participants

+20.0% from 2016

Average account balance

-100.0% from 2016

Annual return

6.99%

-0.10 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2114

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$35K

$3848 / participant

Other / not subdivided$35K100.0%

% of EOY assets

2.777%

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

$150,447-100.0%

$136,298-100.0%

$147,586-100.0%

Participation rate

0.0%

84.4%-84.4pp

81.9%-81.9pp

82.8%-82.8pp

Annual return

6.99%

1049.15%-1042.2pp

5156.27%-5149.3pp

578.59%-571.6pp

Employer contribution / active EE

$2,183

$5,256-58.5%

$4,696-53.5%

$4,876-55.2%

Participant deferral / active EE

$7,719

$6,631+16.4%

$6,247+23.6%

$5,439+41.9%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

MAKEL ENGINEERING, INC, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAKEL ENGINEERING, INC, 401(K) 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