Retirement plan

THE WYLIE AGENCY, INC 401K PLAN

Name: THE WYLIE AGENCY, INC. - THE WYLIE AGENCY, INC 401K PLAN (2016) Form 5500
Creator: THE WYLIE AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WYLIE AGENCY, INC 401K PLAN, THE WYLIE AGENCY, INC.

THE WYLIE AGENCY, INC.EIN 13-3336404Plan #001PY 2016

250 W. 57TH ST., SUITE 2114 - NEW YORK, NY 10107212-246-0069LinkedIn1-10 employeesmanagement consulting

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+19.0% from 2015

Total participants

-4.0% from 2015

Average account balance

$101,143

+30.9% from 2015

Annual return

10.31%

+13.71 pp from 2015

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

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.

65.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$1K

$50 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.109%

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

$101,143

$96,558+4.7%

$80,977+24.9%

$273,972-63.1%

Participation rate

36.4%

79.1%-42.7pp

75.8%-39.4pp

83.0%-46.7pp

Annual return

10.31%

15.14%-4.8pp

17.11%-6.8pp

41.46%-31.1pp

Employer contribution / active EE

$4,869-100.0%

$3,715-100.0%

$4,869-100.0%

Participant deferral / active EE

$3,397

$6,598-48.5%

$5,696-40.4%

$5,287-35.8%

Admin fee / account holder

$111

$7,493-98.5%

$5,517-98.0%

$10,133-98.9%

THE WYLIE AGENCY, INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WYLIE AGENCY, INC 401K 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