Retirement plan

EMPLOYEE BENEFIT PLAN OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.

Name: WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC. - EMPLOYEE BENEFIT PLAN OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC. (2018) Form 5500
Creator: WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC., WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.

WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.EIN 39-1560486Plan #001PY 2018

2801 W BELTLINE HWY STE 202 - MADISON, WI 537134221608-257-1516

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$359K

+31.3% from 2017

Total participants

+12.5% from 2017

Average account balance

$19,947

+16.7% from 2017

Annual return

11.48%

-4.17 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

187.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

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

+12.30%

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 codes2F2T3D

Plan features

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).
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$79

$7 / participant

Other / not subdivided$79100.0%

% of EOY assets

0.022%

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

$19,947

$180,459-88.9%

$154,108-87.1%

$135,380-85.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

11.48%

888.21%-876.7pp

735.21%-723.7pp

519.81%-508.3pp

Employer contribution / active EE

$1,451

$6,035-76.0%

$5,298-72.6%

$4,779-69.6%

Participant deferral / active EE

$3,075

$5,806-47.0%

$5,081-39.5%

$5,609-45.2%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

EMPLOYEE BENEFIT PLAN OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.

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