Retirement plan

MEE, MEE, HOGE & EPPERSON PLLP 401(K) PROFIT SHARING PLAN

Name: MEE, MEE, HOGE & EPPERSON PLLP - MEE, MEE, HOGE & EPPERSON PLLP 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MEE, MEE, HOGE & EPPERSON PLLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEE, MEE, HOGE & EPPERSON PLLP 401(K) PROFIT SHARING PLAN, MEE, MEE, HOGE & EPPERSON PLLP

MEE, MEE, HOGE & EPPERSON PLLPdba SAMEEIN 73-1554944Plan #001PY 2018

1900 NW EXPRESSWAY, STE 1400 - OKLAHOMA CITY, OK 73118405-848-9100

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+4.4% from 2017

Total participants

+13.3% from 2017

Average account balance

$118,957

+4.4% from 2017

Annual return

-2.89%

-17.97 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+22.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1231

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 codes2E2F2G2J2R3D2T

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$240 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.175%

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

$118,957

$138,076-13.8%

$123,553-3.7%

$135,380-12.1%

Participation rate

84.6%

84.7%-0.1pp

82.3%+2.3pp

82.6%+2.0pp

Annual return

-2.89%

153.70%-156.6pp

119.21%-122.1pp

519.81%-522.7pp

Employer contribution / active EE

$2,672

$5,152-48.1%

$4,628-42.3%

$4,779-44.1%

Participant deferral / active EE

$6,937

$6,800+2.0%

$6,426+8.0%

$5,609+23.7%

Admin fee / account holder

$208

$10,917-98.1%

$9,284-97.8%

$10,828-98.1%

MEE, MEE, HOGE & EPPERSON PLLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEE, MEE, HOGE & EPPERSON PLLP 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