Retirement plan

WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST

Name: WASHINGTON ASSOCIATION FOR JUSTICE - WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST (2015) Form 5500
Creator: WASHINGTON ASSOCIATION FOR JUSTICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST, WASHINGTON ASSOCIATION FOR JUSTICE

WASHINGTON ASSOCIATION FOR JUSTICEEIN 23-7068627Plan #002PY 2015

1809 7TH AVENUE, SUITE 1500 - SEATTLE, WA 98101206-464-1011washingtonjustice.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$812K

No prior year

Total participants

No prior year

Average account balance

$58,021

No prior year

Annual return

-1.67%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.47M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$176K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87787

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 codes2F2G2J2E3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$366

$23 / participant

Other / not subdivided$366100.0%

% of EOY assets

0.045%

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

$58,021

$84,518-31.4%

$67,704-14.3%

$125,389-53.7%

Participation rate

87.5%

74.8%+12.7pp

67.5%+20.0pp

83.2%+4.3pp

Annual return

-1.67%

2.57%-4.2pp

25.41%-27.1pp

282.24%-283.9pp

Employer contribution / active EE

$3,292-100.0%

$2,559-100.0%

$4,866-100.0%

Participant deferral / active EE

$5,251

$4,430+18.5%

$3,585+46.5%

$5,352-1.9%

Admin fee / account holder

$26

$5,340-99.5%

$4,255-99.4%

$9,541-99.7%

WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASHINGTON ASSOCIATION FOR JUSTICE 401K PLAN AND TRUST

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