Retirement plan

DR EDWARD J WALTER & ASSOC INC 401K PLAN

Name: DR EDWARD J WALTER & ASSOC INC - DR EDWARD J WALTER & ASSOC INC 401K PLAN (2016) Form 5500
Creator: DR EDWARD J WALTER & ASSOC INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR EDWARD J WALTER & ASSOC INC 401K PLAN, DR EDWARD J WALTER & ASSOC INC

DR EDWARD J WALTER & ASSOC INCEIN 34-1670572Plan #001PY 2016

9261 RAVENNA ROAD, UNIT B-5 - TWINSBURG, OH 44087330-963-0540LinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$115K

No prior year

Total participants

No prior year

Average account balance

$12,819

No prior year

Annual return

6.06%

No prior year

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.32%

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 codes2E2T2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$125

$14 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.108%

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

$12,819

$88,707-85.5%

$74,184-82.7%

$273,972-95.3%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

6.06%

11.94%-5.9pp

17.74%-11.7pp

41.46%-35.4pp

Employer contribution / active EE

$2,784

$3,159-11.9%

$2,370+17.5%

$4,869-42.8%

Participant deferral / active EE

$2,229

$4,212-47.1%

$3,550-37.2%

$5,287-57.9%

Admin fee / account holder

$14

$8,717-99.8%

$5,586-99.8%

$10,133-99.9%

DR EDWARD J WALTER & ASSOC INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR EDWARD J WALTER & ASSOC 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