Retirement plan

MONTEITH EQUIPMENT COMPANY 401K PROFIT SHARING

Name: MONTEITH EQUIPMENT CO. - MONTEITH EQUIPMENT COMPANY 401K PROFIT SHARING (2018) Form 5500
Creator: MONTEITH EQUIPMENT CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONTEITH EQUIPMENT COMPANY 401K PROFIT SHARING, MONTEITH EQUIPMENT CO.

MONTEITH EQUIPMENT CO.EIN 93-0837496Plan #001PY 2018

PO BOX 1458 - ROSEBURG, OR 97470541-672-3369LinkedIn1-10 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+10.0% from 2017

Total participants

0.0% from 2017

Average account balance

$224,976

+23.8% from 2017

Annual return

4.85%

-15.22 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11192

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

$16K

$1952 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.868%

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

$224,976

$95,975+134.4%

$74,552+201.8%

$135,382+66.2%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

4.85%

56.96%-52.1pp

32.53%-27.7pp

519.77%-514.9pp

Employer contribution / active EE

$2,896

$2,716+6.6%

$1,961+47.7%

$4,779-39.4%

Participant deferral / active EE

$8,111

$3,844+111.0%

$3,108+161.0%

$5,609+44.6%

Admin fee / account holder

$1,952

$6,522-70.1%

$5,060-61.4%

$10,829-82.0%

MONTEITH EQUIPMENT COMPANY 401K PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONTEITH EQUIPMENT COMPANY 401K 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