Retirement plan

BOB MELTEBEKE'S PARADISE HOMES PROFIT SHARING PLAN

Name: MELTEBEKE CONSTRUCTION - BOB MELTEBEKE'S PARADISE HOMES PROFIT SHARING PLAN (2019) Form 5500
Creator: MELTEBEKE CONSTRUCTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOB MELTEBEKE'S PARADISE HOMES PROFIT SHARING PLAN, MELTEBEKE CONSTRUCTION

MELTEBEKE CONSTRUCTIONEIN 93-0595077Plan #001PY 2019

3210 BOARDWALK AVENUE - EUGENE, OR 97401541-343-3561meltebeke.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+19.2% from 2018

Total participants

+7.7% from 2018

Average account balance

$128,532

+10.7% from 2018

Annual return

18.40%

+25.44 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1203

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$47K

$4233 / participant

Other / not subdivided$47K100.0%

% of EOY assets

2.588%

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

$128,532

$107,368+19.7%

$92,915+38.3%

$152,909-15.9%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

18.40%

145.64%-127.2pp

109.45%-91.0pp

345.46%-327.1pp

Employer contribution / active EE

$1,818

$4,222-56.9%

$3,653-50.2%

$4,764-61.8%

Participant deferral / active EE

$2,227

$4,848-54.1%

$4,238-47.4%

$5,851-61.9%

Admin fee / account holder

$3,326

$7,082-53.0%

$5,796-42.6%

$11,601-71.3%

BOB MELTEBEKE'S PARADISE HOMES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOB MELTEBEKE'S PARADISE HOMES 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