Retirement plan

EVOLUTION PAYROLL 401(K) AND PROFIT SHARING PLAN

Name: WIGGINS PAYROLL, INC. - EVOLUTION PAYROLL 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: WIGGINS PAYROLL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVOLUTION PAYROLL 401(K) AND PROFIT SHARING PLAN, WIGGINS PAYROLL, INC.

WIGGINS PAYROLL, INC.dba DBA EVOLUTION PAYROLL SERVICESEIN 20-2172382Plan #001PY 2025

1450 E BOOT ROAD, #100 - WEST CHESTER, PA 19380610-429-4296wigginspayroll.comLinkedIn1-10 employeesmotion pictures and film

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+33.7% from 2024

Total participants

+12.5% from 2024

Average account balance

$87,228

+18.8% from 2024

Annual return

21.09%

+5.83 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

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

+21.09%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$87,228

$154,228-43.4%

$145,433-40.0%

$137,256-36.4%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

21.09%

74.59%-53.5pp

66.58%-45.5pp

220.34%-199.2pp

Employer contribution / active EE

$2,798

$4,804-41.7%

$4,554-38.6%

$4,156-32.7%

Participant deferral / active EE

$6,454

$8,216-21.4%

$7,897-18.3%

$6,407+0.7%

Admin fee / account holder

$14,344-100.0%

$13,129-100.0%

$12,270-100.0%

EVOLUTION PAYROLL 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EVOLUTION PAYROLL 401(K) AND PROFIT SHARING 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