Retirement plan

WESTVIEW CAPITAL MANAGEMENT CO., INC. 401(K) PLAN

Name: WESTVIEW CAPITAL MANAGEMENT CO., INC. - WESTVIEW CAPITAL MANAGEMENT CO., INC. 401(K) PLAN (2018) Form 5500
Creator: WESTVIEW CAPITAL MANAGEMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTVIEW CAPITAL MANAGEMENT CO., INC. 401(K) PLAN, WESTVIEW CAPITAL MANAGEMENT CO., INC.

WESTVIEW CAPITAL MANAGEMENT CO., INC.EIN 20-1507891Plan #001PY 2018

125 HIGH STREET, 26TH FLOOR - BOSTON, MA 02110617-261-2051

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.9M

+5.1% from 2017

Total participants

-8.3% from 2017

Average account balance

$174,078

-4.5% from 2017

Annual return

-7.06%

-27.20 pp from 2017

Benchmarks

See 31,468 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,468 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.62M

Not enough data

1 years with asset history on file

Average account balance

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

$359K

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$721K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+18.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-31

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

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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 codes2G2F2J2T3D

Plan features

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$174,078

$160,055+8.8%

$140,016+24.3%

$135,375+28.6%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-7.06%

911.38%-918.4pp

651.12%-658.2pp

519.73%-526.8pp

Employer contribution / active EE

$6,420-100.0%

$5,606-100.0%

$4,779-100.0%

Participant deferral / active EE

$20,136

$7,642+163.5%

$6,927+190.7%

$5,609+259.0%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,827-100.0%

WESTVIEW CAPITAL MANAGEMENT CO., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WESTVIEW CAPITAL MANAGEMENT CO., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion