Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.

Name: WISCONSIN COALITION AGAINST SE - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC. (2022) Form 5500
Creator: WISCONSIN COALITION AGAINST SE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC., WISCONSIN COALITION AGAINST SE

WISCONSIN COALITION AGAINST SEEIN 39-1560486Plan #001PY 2022

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$611K

-15.1% from 2021

Total participants

-5.9% from 2021

Average account balance

$38,173

-9.8% from 2021

Annual return

-26.02%

-51.08 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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 codes2F2G2T3D

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).
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$52

$5 / participant

Other / not subdivided$52100.0%

% of EOY assets

0.009%

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

$38,173

$167,353-77.2%

$143,797-73.5%

$134,545-71.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-26.02%

0.48%-26.5pp

-0.04%-26.0pp

418.37%-444.4pp

Employer contribution / active EE

$2,203

$5,620-60.8%

$4,952-55.5%

$4,742-53.5%

Participant deferral / active EE

$5,627

$6,447-12.7%

$5,638-0.2%

$6,401-12.1%

Admin fee / account holder

$18,096-100.0%

$14,679-100.0%

$11,431-100.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WISCONSIN COALITION AGAINST SEXUAL ASSAULT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES 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