Retirement plan

WILSON'S PHARMACY 401(K) PROFIT SHARING PLAN AND TRUST

Name: WILSON'S PHARMACY - WILSON'S PHARMACY 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: WILSON'S PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILSON'S PHARMACY 401(K) PROFIT SHARING PLAN AND TRUST, WILSON'S PHARMACY

WILSON'S PHARMACYEIN 25-1522901Plan #002PY 2015

4101 PENN AVENUE - PITTSBURGH, PA 15224412-621-6471

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$392K

No prior year

Total participants

No prior year

Average account balance

$65,367

No prior year

Annual return

-1.08%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$388K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.93%

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 codes2E2F2J2T3B3D

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).
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$42K

$5241 / participant

Other / not subdivided$42K100.0%

% of EOY assets

10.690%

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

$65,367

$84,685-22.8%

$73,836-11.5%

$125,389-47.9%

Participation rate

75.0%

76.8%-1.8pp

73.4%+1.6pp

83.2%-8.2pp

Annual return

-1.08%

3123.80%-3124.9pp

2268.06%-2269.1pp

282.24%-283.3pp

Employer contribution / active EE

$887

$3,123-71.6%

$2,787-68.2%

$4,866-81.8%

Participant deferral / active EE

$1,335

$3,993-66.6%

$3,583-62.7%

$5,352-75.1%

Admin fee / account holder

$6,988

$5,694+22.7%

$4,882+43.1%

$9,541-26.8%

WILSON'S PHARMACY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILSON'S PHARMACY 401(K) PROFIT SHARING 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