Retirement plan

WILSON & SON FUNERAL HOME & CREMATION SERVICES INC 401K RETIREMENT PLAN

Name: WILSON & SON FUNERAL HOME & CREMATION SERVICES, INC. - WILSON & SON FUNERAL HOME & CREMATION SERVICES INC 401K RETIREMENT PLAN (2017) Form 5500
Creator: WILSON & SON FUNERAL HOME & CREMATION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILSON & SON FUNERAL HOME & CREMATION SERVICES INC 401K RETIREMENT PLAN, WILSON & SON FUNERAL HOME & CREMATION SERVICES, INC.

WILSON & SON FUNERAL HOME & CREMATION SERVICES, INC.EIN 20-1233882Plan #001PY 2017

123 NE 2ND - STUART, IA 50250515-523-1200

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$225K

+40.2% from 2016

Total participants

-25.0% from 2016

Average account balance

$75,153

+86.9% from 2016

Annual return

15.23%

+6.11 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$699K

Not enough data

1 years with asset history on file

Average account balance

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

$233K

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

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+9.61%

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 codes2E2F2G2J2T3D

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.

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

$5K

$1635 / participant

Other / not subdivided$5K100.0%

% of EOY assets

2.176%

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

$75,153

$99,031-24.1%

$86,597-13.2%

$147,585-49.1%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

15.23%

1312.56%-1297.3pp

964.96%-949.7pp

578.57%-563.3pp

Employer contribution / active EE

$1,811

$3,132-42.2%

$2,840-36.2%

$4,876-62.9%

Participant deferral / active EE

$13,204

$3,972+232.4%

$3,609+265.9%

$5,439+142.8%

Admin fee / account holder

$1,635

$5,711-71.4%

$4,906-66.7%

$10,885-85.0%

WILSON & SON FUNERAL HOME & CREMATION SERVICES INC 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILSON & SON FUNERAL HOME & CREMATION SERVICES INC 401K RETIREMENT 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