Retirement plan

W. JOHNSON ARCHITECTS 401(K) PLAN

Name: WARREN JOHNSON ARCHITECTS, INC. - W. JOHNSON ARCHITECTS 401(K) PLAN (2021) Form 5500
Creator: WARREN JOHNSON ARCHITECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W. JOHNSON ARCHITECTS 401(K) PLAN, WARREN JOHNSON ARCHITECTS, INC.

WARREN JOHNSON ARCHITECTS, INC.EIN 36-3627875Plan #001PY 2021

19 NORTH GREELEY STREET - PALATINE, IL 60067847-359-9616wjarch.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$424K

+19.6% from 2020

Total participants

+16.7% from 2020

Average account balance

$70,589

+19.6% from 2020

Annual return

13.56%

-0.32 pp from 2020

Benchmarks

See 126,134 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,134 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$465K

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22334

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$22K

$4460 / participant

Other / not subdivided$22K100.0%

% of EOY assets

5.265%

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

$70,589

$176,077-59.9%

$159,455-55.7%

$167,518-57.9%

Participation rate

80.0%

84.9%-4.9pp

82.8%-2.8pp

82.1%-2.1pp

Annual return

13.56%

331.83%-318.3pp

263.63%-250.1pp

478.71%-465.1pp

Employer contribution / active EE

$3,958

$5,298-25.3%

$4,830-18.0%

$4,838-18.2%

Participant deferral / active EE

$4,720

$7,751-39.1%

$7,353-35.8%

$6,342-25.6%

Admin fee / account holder

$3,716

$12,556-70.4%

$10,800-65.6%

$12,312-69.8%

W. JOHNSON ARCHITECTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W. JOHNSON ARCHITECTS 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