Retirement plan

WOLLERSHEIM WINERY, INC. PROFIT SHARING PLAN

Name: WOLLERSHEIM WINERY, INC. - WOLLERSHEIM WINERY, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: WOLLERSHEIM WINERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOLLERSHEIM WINERY, INC. PROFIT SHARING PLAN, WOLLERSHEIM WINERY, INC.

WOLLERSHEIM WINERY, INC.EIN 39-1193740Plan #001PY 2018

P.O. BOX 87 - PRAIRIE DU SAC, WI 53578608-643-6515wollersheim.comLinkedIn11-50 employeeswine and spirits

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

-5.3% from 2017

Total participants

-4.8% from 2017

Average account balance

$152,844

-0.2% from 2017

Annual return

-6.42%

-20.71 pp from 2017

Benchmarks

See 2,389 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,389 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.69M

Not enough data

1 years with asset history on file

Average account balance

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

$157K

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.

119.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$263K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$943

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 codes2E2F2G2J2T3D

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.
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

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

$162K

$5078 / participant

Other / not subdivided$162K100.0%

% of EOY assets

2.873%

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

$152,844

$54,162+182.2%

$68,612+122.8%

$64,173+138.2%

Participation rate

90.6%

68.1%+22.6pp

72.2%+18.4pp

69.6%+21.1pp

Annual return

-6.42%

-1.62%-4.8pp

-4.63%-1.8pp

7.63%-14.1pp

Employer contribution / active EE

$2,459

$1,846+33.2%

$2,625-6.3%

$2,381+3.3%

Participant deferral / active EE

$4,586

$2,626+74.6%

$3,311+38.5%

$3,470+32.2%

Admin fee / account holder

$4,392

$4,029+9.0%

$5,131-14.4%

$4,887-10.1%

WOLLERSHEIM WINERY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOLLERSHEIM WINERY, INC. PROFIT SHARING 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