Retirement plan

METROPOLITAN REALTY & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN

Name: METROPOLITAN REALTY & DEVELOPMENT, LLC - METROPOLITAN REALTY & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: METROPOLITAN REALTY & DEVELOPMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, METROPOLITAN REALTY & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN, METROPOLITAN REALTY & DEVELOPMENT, LLC

METROPOLITAN REALTY & DEVELOPMENT, LLCEIN 71-0761915Plan #001PY 2017

P. O. BOX 6500 - SHERWOOD, AR 721246500501-835-7500metrorealty.ccLinkedIn1-10 employeesreal estate

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+19.9% from 2016

Total participants

0.0% from 2016

Average account balance

$339,333

+19.9% from 2016

Annual return

14.72%

+9.67 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+15.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14647

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 codes2E2F2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$339,333

$232,540+45.9%

$185,117+83.3%

$147,586+129.9%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

14.72%

43.03%-28.3pp

40.50%-25.8pp

578.59%-563.9pp

Employer contribution / active EE

$9,115

$5,195+75.4%

$4,182+118.0%

$4,876+86.9%

Participant deferral / active EE

$5,633

$5,834-3.4%

$5,045+11.7%

$5,439+3.6%

Admin fee / account holder

$10,275-100.0%

$8,159-100.0%

$10,886-100.0%

METROPOLITAN REALTY & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

METROPOLITAN REALTY & DEVELOPMENT, LLC 401(K) PROFIT SHARING 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