Retirement plan

R. JOHN WRIGHT DOLLS, INC PROFIT SHARING PLAN

Name: R. JOHN WRIGHT DOLLS, INC. - R. JOHN WRIGHT DOLLS, INC PROFIT SHARING PLAN (2020) Form 5500
Creator: R. JOHN WRIGHT DOLLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R. JOHN WRIGHT DOLLS, INC PROFIT SHARING PLAN, R. JOHN WRIGHT DOLLS, INC.

R. JOHN WRIGHT DOLLS, INC.EIN 14-1661214Plan #001PY 2020

2402 WEST ROAD - BENNINGTON, VT 05201802-447-7072rjohnwright.comLinkedIn11-50 employeesarts and crafts

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$402K

-3.6% from 2019

Total participants

-12.5% from 2019

Average account balance

$30,944

+3.8% from 2019

Annual return

9.22%

-13.03 pp from 2019

Benchmarks

See 21,459 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,459 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$460K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7217

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

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

$88K

$7335 / participant

Other / not subdivided$88K100.0%

% of EOY assets

21.880%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,944

$112,096-72.4%

$95,952-67.8%

$158,922-80.5%

Participation rate

91.7%

79.0%+12.7pp

77.1%+14.6pp

82.0%+9.7pp

Annual return

9.22%

171.09%-161.9pp

91.61%-82.4pp

302.83%-293.6pp

Employer contribution / active EE

$1,064

$3,198-66.7%

$2,541-58.1%

$4,761-77.7%

Participant deferral / active EE

$1,513

$4,784-68.4%

$4,167-63.7%

$5,982-74.7%

Admin fee / account holder

$6,770

$10,130-33.2%

$6,795-0.4%

$11,246-39.8%

R. JOHN WRIGHT DOLLS, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R. JOHN WRIGHT DOLLS, INC 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