Retirement plan

MAXWELL HOMES 401(K) PLAN AND PROFIT SHARING

Name: MAXWELL CONSTRUCTION, INC. DBA MAXWELL HOMES - MAXWELL HOMES 401(K) PLAN AND PROFIT SHARING (2016) Form 5500
Creator: MAXWELL CONSTRUCTION, INC. DBA MAXWELL HOMES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAXWELL HOMES 401(K) PLAN AND PROFIT SHARING, MAXWELL CONSTRUCTION, INC. DBA MAXWELL HOMES

MAXWELL CONSTRUCTION, INC. DBA MAXWELL HOMESEIN 77-0305347Plan #002PY 2016

141 HAWK DRIVE - MERCED, CA 95340209-383-6145LinkedIn11-50 employeesconstruction

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$197K

+8.1% from 2015

Total participants

+25.0% from 2015

Average account balance

$21,940

-27.9% from 2015

Annual return

5.83%

+8.20 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$273K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

68.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1210

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 codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$160 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.136%

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

$21,940

$99,345-77.9%

$84,753-74.1%

$273,972-92.0%

Participation rate

57.1%

80.7%-23.6pp

76.6%-19.5pp

83.0%-25.9pp

Annual return

5.83%

22.93%-17.1pp

22.78%-17.0pp

41.46%-35.6pp

Employer contribution / active EE

$4,214-100.0%

$3,574-100.0%

$4,869-100.0%

Participant deferral / active EE

$302

$4,270-92.9%

$3,712-91.9%

$5,287-94.3%

Admin fee / account holder

$249

$6,645-96.2%

$5,333-95.3%

$10,133-97.5%

MAXWELL HOMES 401(K) PLAN AND PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAXWELL HOMES 401(K) PLAN AND PROFIT SHARING

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