Retirement plan

THOMAS C. WILSON LLC 401(K) PROFIT SHARING PLAN

Name: THOMAS C. WILSON, LLC - THOMAS C. WILSON LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: THOMAS C. WILSON, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMAS C. WILSON LLC 401(K) PROFIT SHARING PLAN, THOMAS C. WILSON, LLC

THOMAS C. WILSON, LLCEIN 45-4668543Plan #007PY 2016

21-11 44TH AVENUE - LONG ISLAND CITY, NY 11101718-729-3360tcwilson.comLinkedIn11-50 employeesbusiness supplies and equipment

Other plans on this EIN

1 filing

#006Retirement-$570K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+11.2% from 2015

Total participants

+19.0% from 2015

Average account balance

$68,081

+5.7% from 2015

Annual return

5.47%

+5.21 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58413

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 codes2E2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$31K

$1561 / participant

Other / not subdivided$31K100.0%

% of EOY assets

2.293%

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

$68,081

$90,486-24.8%

$78,676-13.5%

$273,972-75.2%

Participation rate

75.0%

76.5%-1.5pp

73.6%+1.4pp

83.0%-8.0pp

Annual return

5.47%

75.62%-70.2pp

62.19%-56.7pp

41.46%-36.0pp

Employer contribution / active EE

$2,022

$3,175-36.3%

$2,850-29.1%

$4,869-58.5%

Participant deferral / active EE

$3,067

$3,901-21.4%

$3,517-12.8%

$5,287-42.0%

Admin fee / account holder

$1,561

$5,263-70.3%

$4,510-65.4%

$10,133-84.6%

THOMAS C. WILSON LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMAS C. WILSON LLC 401(K) 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