Retirement plan

WIKEL BULK EXPRESS, INC. 401K PLAN

Name: WIKEL BULK EXPRESS - WIKEL BULK EXPRESS, INC. 401K PLAN (2016) Form 5500
Creator: WIKEL BULK EXPRESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIKEL BULK EXPRESS, INC. 401K PLAN, WIKEL BULK EXPRESS

WIKEL BULK EXPRESSEIN 34-1051155Plan #001PY 2016

10216 STATE ROUTE 13 - HURON, OH 44839419-433-4700LinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$686K

No prior year

Total participants

No prior year

Average account balance

$19,065

No prior year

Annual return

8.04%

No prior year

Benchmarks

See 3,429 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,429 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2649

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$227 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.057%

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

$19,065

$47,944-60.2%

$67,834-71.9%

$62,881-69.7%

Participation rate

100.0%

61.1%+38.9pp

68.8%+31.2pp

69.3%+30.7pp

Annual return

8.04%

11.77%-3.7pp

138.47%-130.4pp

20.14%-12.1pp

Employer contribution / active EE

$986

$1,562-36.9%

$2,403-59.0%

$2,281-56.8%

Participant deferral / active EE

$636

$2,247-71.7%

$3,160-79.9%

$3,203-80.1%

Admin fee / account holder

$202

$3,712-94.6%

$4,622-95.6%

$4,296-95.3%

WIKEL BULK EXPRESS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WIKEL BULK EXPRESS, INC. 401K 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