Retirement plan

WILCOXEN CALLAHAM LLP 401(K) PROFIT SHARING PLAN

Name: WILCOXEN CALLAHAM LLP - WILCOXEN CALLAHAM LLP 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: WILCOXEN CALLAHAM LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILCOXEN CALLAHAM LLP 401(K) PROFIT SHARING PLAN, WILCOXEN CALLAHAM LLP

WILCOXEN CALLAHAM LLPEIN 27-3004532Plan #001PY 2018

2114 K STREET - SACRAMENTO, CA 958160000916-442-2777wilcoxenlaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

-0.9% from 2017

Total participants

-3.1% from 2017

Average account balance

$66,601

+7.0% from 2017

Annual return

-4.59%

-19.36 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

131.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12639

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 codes2E2H2J3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$97K

$3881 / participant

Other / not subdivided$97K100.0%

% of EOY assets

5.828%

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

$66,601

$77,816-14.4%

$123,552-46.1%

$64,173+3.8%

Participation rate

76.0%

74.7%+1.3pp

82.3%-6.3pp

69.6%+6.4pp

Annual return

-4.59%

12.49%-17.1pp

119.20%-123.8pp

7.63%-12.2pp

Employer contribution / active EE

$4,000

$3,014+32.7%

$4,628-13.6%

$2,381+68.0%

Participant deferral / active EE

$2,340

$5,240-55.3%

$6,426-63.6%

$3,470-32.6%

Admin fee / account holder

$3,881

$5,519-29.7%

$9,285-58.2%

$4,887-20.6%

WILCOXEN CALLAHAM LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILCOXEN CALLAHAM LLP 401(K) PROFIT SHARING 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