Retirement plan

THE INTERNATIONAL WILDERNESS 401(K) PROFIT SHARING PLAN & TRUST

Name: THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION, INC. - THE INTERNATIONAL WILDERNESS 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE INTERNATIONAL WILDERNESS 401(K) PROFIT SHARING PLAN & TRUST, THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION, INC.

THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION, INC.EIN 23-7389749Plan #001PY 2017

717 POPLAR AVENUE - BOULDER, CO 80304303-442-8811

Prospect flagsLow fidelity bond

Top hat statement on fileNQDC

Filed February 2, 2015

Plan administrator

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717 Polar Ave

Boulder State: CO Zip Code: 80304

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$1.1M

+20.4% from 2016

Total participants

+20.0% from 2016

Average account balance

$105,873

+8.3% from 2016

Annual return

15.46%

+7.21 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$397K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

275.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7976

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 codes2E2F2G2J2T3D

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.
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

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

$45

$6 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.004%

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

$105,873

$99,011+6.9%

$86,582+22.3%

$147,586-28.3%

Participation rate

71.4%

76.3%-4.9pp

73.5%-2.1pp

82.8%-11.4pp

Annual return

15.46%

1312.75%-1297.3pp

965.08%-949.6pp

578.59%-563.1pp

Employer contribution / active EE

$1,687

$3,132-46.1%

$2,839-40.6%

$4,876-65.4%

Participant deferral / active EE

$4,498

$3,972+13.2%

$3,609+24.6%

$5,439-17.3%

Admin fee / account holder

$5,709-99.9%

$4,904-99.9%

$10,886-100.0%

THE INTERNATIONAL WILDERNESS 401(K) PROFIT SHARING PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE INTERNATIONAL WILDERNESS 401(K) PROFIT SHARING PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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