Retirement plan

WILEY, MALEHORN & SIROTA

Name: WILEY, MALEHORN & SIROTA - WILEY, MALEHORN & SIROTA (2022) Form 5500
Creator: WILEY, MALEHORN & SIROTA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILEY, MALEHORN & SIROTA, WILEY, MALEHORN & SIROTA

WILEY, MALEHORN & SIROTAEIN 22-2016847Plan #002PY 2022

250 MADISON AVENUE - MORRISTOWN, NJ 07960973-539-1313wmsrlaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

-20.1% from 2021

Total participants

+10.0% from 2021

Average account balance

$136,754

-20.1% from 2021

Annual return

-21.94%

-46.66 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$265

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 codes2F2G2T3D2E2J2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$253 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.206%

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

$136,754

$138,114-1.0%

$125,391+9.1%

$134,545+1.6%

Participation rate

80.0%

84.5%-4.5pp

82.4%-2.4pp

81.2%-1.2pp

Annual return

-21.94%

750.88%-772.8pp

572.41%-594.4pp

418.37%-440.3pp

Employer contribution / active EE

$5,246-100.0%

$4,816-100.0%

$4,742-100.0%

Participant deferral / active EE

$2,982

$7,801-61.8%

$7,448-60.0%

$6,401-53.4%

Admin fee / account holder

$282

$11,570-97.6%

$10,009-97.2%

$11,431-97.5%

WILEY, MALEHORN & SIROTA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILEY, MALEHORN & SIROTA

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