Retirement plan

WILLETT, HOFMANN & ASSOCIATES, INC. EMPLOYEE 401(K) PLAN

Name: WILLETT, HOFMANN & ASSOCIATES, INC. - WILLETT, HOFMANN & ASSOCIATES, INC. EMPLOYEE 401(K) PLAN (2015) Form 5500
Creator: WILLETT, HOFMANN & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLETT, HOFMANN & ASSOCIATES, INC. EMPLOYEE 401(K) PLAN, WILLETT, HOFMANN & ASSOCIATES, INC.

WILLETT, HOFMANN & ASSOCIATES, INC.EIN 36-2600957Plan #002PY 2015

809 E. 2ND STREET - DIXON, IL 610213205815-284-3381willetthofmann.comLinkedIn51-200 employeescivil engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$890K

No prior year

Total participants

No prior year

Average account balance

$24,056

No prior year

Annual return

-1.13%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.92M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

127.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$839K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2032

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 codes2E2G2J3D2F

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$127 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.644%

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

$24,056

$72,177-66.7%

$115,038-79.1%

$59,633-59.7%

Participation rate

73.3%

72.6%+0.8pp

81.4%-8.0pp

68.7%+4.7pp

Annual return

-1.13%

12.02%-13.2pp

26.14%-27.3pp

2041.45%-2042.6pp

Employer contribution / active EE

$2,841-100.0%

$4,608-100.0%

$2,203-100.0%

Participant deferral / active EE

$2,577

$4,783-46.1%

$6,026-57.2%

$3,192-19.3%

Admin fee / account holder

$155

$4,927-96.9%

$8,175-98.1%

$4,297-96.4%

WILLETT, HOFMANN & ASSOCIATES, INC. EMPLOYEE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLETT, HOFMANN & ASSOCIATES, INC. EMPLOYEE 401(K) 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