Retirement plan

INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN

Name: INDEPENDENT INSURANCE AGENTS OF WISCONSIN - INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: INDEPENDENT INSURANCE AGENTS OF WISCONSIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN, INDEPENDENT INSURANCE AGENTS OF WISCONSIN

INDEPENDENT INSURANCE AGENTS OF WISCONSINEIN 39-0711474Plan #001PY 2024

725 JOHN NOLEN DRIVE - MADISON, WI 53713608-256-4429iiaw.comLinkedIn1-10 employeesinsurance

Other plans on this EIN

1 filing

#002Retirement-$556K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$551K

+28.3% from 2023

Total participants

0.0% from 2023

Average account balance

$78,777

+28.3% from 2023

Annual return

15.35%

+5.66 pp from 2023

Benchmarks

See 37,071 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,071 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$551K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.35%

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 codes2C2G3D2T2F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$45

$8 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.008%

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

$78,777

$201,370-60.9%

$184,256-57.2%

$145,897-46.0%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

15.35%

29.05%-13.7pp

28.85%-13.5pp

552.29%-536.9pp

Employer contribution / active EE

$9,307

$7,024+32.5%

$6,427+44.8%

$4,663+99.6%

Participant deferral / active EE

$9,808-100.0%

$9,133-100.0%

$6,689-100.0%

Admin fee / account holder

$16,364-100.0%

$13,899-100.0%

$13,390-100.0%

INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDEPENDENT INSURANCE AGENTS OF WISCONSIN MONEY PURCHASE PENSION 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