Retirement plan

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

Name: WILLETT, HOFMANN & ASSOCIATES, INC. - WILLETT, HOFMANN & ASSOCIATES, INC. EMPLOYEE 401(K) PLAN (2016) 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 2016

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

Other plans on this EIN

1 filing

#001Retirement-$4.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+21.4% from 2015

Total participants

+4.1% from 2015

Average account balance

$27,701

+15.2% from 2015

Annual return

7.23%

+8.36 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

$10K

$220 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.939%

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

$27,701

$76,551-63.8%

$123,894-77.6%

$62,881-55.9%

Participation rate

73.9%

73.0%+0.9pp

81.4%-7.5pp

69.3%+4.6pp

Annual return

7.23%

18.68%-11.4pp

47.52%-40.3pp

20.14%-12.9pp

Employer contribution / active EE

$2,882-100.0%

$4,617-100.0%

$2,281-100.0%

Participant deferral / active EE

$2,830

$4,840-41.5%

$5,984-52.7%

$3,203-11.6%

Admin fee / account holder

$260

$4,826-94.6%

$8,357-96.9%

$4,296-93.9%

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