Retirement plan

WEST LITTLE ROCK WOMENS CENTER PA PROFIT SHARING PLAN

Name: WEST LITTLE ROCK WOMENS CENTER PA - WEST LITTLE ROCK WOMENS CENTER PA PROFIT SHARING PLAN (2019) Form 5500
Creator: WEST LITTLE ROCK WOMENS CENTER PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST LITTLE ROCK WOMENS CENTER PA PROFIT SHARING PLAN, WEST LITTLE ROCK WOMENS CENTER PA

WEST LITTLE ROCK WOMENS CENTER PAEIN 45-2048573Plan #001PY 2019

12921 CANTRELL ROAD SUITE 300 - LITTLE ROCK, AR 722231713501-907-6699LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+25.0% from 2018

Total participants

+37.5% from 2018

Average account balance

$248,456

-9.1% from 2018

Annual return

19.77%

+26.18 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.58M

Not enough data

1 years with asset history on file

Average account balance

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

$465K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2520

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$14K

$1274 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.513%

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

$248,456

$202,342+22.8%

$172,752+43.8%

$152,897+62.5%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

19.77%

1029.83%-1010.1pp

802.97%-783.2pp

345.43%-325.7pp

Employer contribution / active EE

$5,902

$5,858+0.8%

$5,144+14.7%

$4,764+23.9%

Participant deferral / active EE

$4,540

$5,948-23.7%

$5,198-12.7%

$5,851-22.4%

Admin fee / account holder

$1,274

$17,111-92.6%

$13,955-90.9%

$11,599-89.0%

WEST LITTLE ROCK WOMENS CENTER PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST LITTLE ROCK WOMENS CENTER PA 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