Retirement plan

WITHEY PRICE LANDSCAPE 401(K) PLAN

Name: WITHEY PRICE LANDSCAPE & DESIGN, LLC - WITHEY PRICE LANDSCAPE 401(K) PLAN (2022) Form 5500
Creator: WITHEY PRICE LANDSCAPE & DESIGN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WITHEY PRICE LANDSCAPE 401(K) PLAN, WITHEY PRICE LANDSCAPE & DESIGN, LLC

WITHEY PRICE LANDSCAPE & DESIGN, LLCEIN 20-3289850Plan #001PY 2022

527 NE 174TH STREET - SHORELINE, WA 98155206-399-6548witheyprice.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$522K

+7.3% from 2021

Total participants

+25.0% from 2021

Average account balance

$104,353

-14.2% from 2021

Annual return

0.46%

+0.02 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$631K

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2546

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 codes2F2G2J2T3D

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

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

$100

$13 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.019%

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

$104,353

$138,078-24.4%

$125,363-16.8%

$134,509-22.4%

Participation rate

37.5%

84.5%-47.0pp

82.4%-44.9pp

81.2%-43.7pp

Annual return

0.46%

750.49%-750.0pp

572.15%-571.7pp

418.13%-417.7pp

Employer contribution / active EE

$1,124

$5,245-78.6%

$4,815-76.7%

$4,741-76.3%

Participant deferral / active EE

$3,019

$7,800-61.3%

$7,447-59.5%

$6,400-52.8%

Admin fee / account holder

$20

$11,566-99.8%

$10,005-99.8%

$11,427-99.8%

WITHEY PRICE LANDSCAPE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WITHEY PRICE LANDSCAPE 401(K) 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