Retirement plan

GREGORY R. WRIGHT LAW OFFICES, S.C. PROFIT SHARING PLAN

Name: GREGORY R. WRIGHT LAW OFFICES, S.C. - GREGORY R. WRIGHT LAW OFFICES, S.C. PROFIT SHARING PLAN (2015) Form 5500
Creator: GREGORY R. WRIGHT LAW OFFICES, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREGORY R. WRIGHT LAW OFFICES, S.C. PROFIT SHARING PLAN, GREGORY R. WRIGHT LAW OFFICES, S.C.

GREGORY R. WRIGHT LAW OFFICES, S.C.EIN 39-1841473Plan #001PY 2015

50 W. MONTELLO STREET - MONTELLO, WI 539499244608-297-2134gregwrightlaw.comLinkedIn1-10 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$900K

No prior year

Total participants

No prior year

Average account balance

$128,590

No prior year

Annual return

3.84%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$849K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$833

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 codes2E2F2G2R3D

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.
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

$2K

$410 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.273%

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

$128,590

$127,387+0.9%

$115,038+11.8%

$125,389+2.6%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

3.84%

31.28%-27.4pp

26.14%-22.3pp

282.24%-278.4pp

Employer contribution / active EE

$2,225

$5,166-56.9%

$4,608-51.7%

$4,866-54.3%

Participant deferral / active EE

$6,423-100.0%

$6,026-100.0%

$5,352-100.0%

Admin fee / account holder

$351

$9,516-96.3%

$8,175-95.7%

$9,541-96.3%

GREGORY R. WRIGHT LAW OFFICES, S.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREGORY R. WRIGHT LAW OFFICES, S.C. 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