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 (2017) 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 2017

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-$695K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+21.9% from 2016

Total participants

+8.0% from 2016

Average account balance

$75,448

+10.8% from 2016

Annual return

16.75%

+11.28 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

$36K

$1699 / participant

Other / not subdivided$36K100.0%

% of EOY assets

2.150%

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

$75,448

$99,011-23.8%

$86,582-12.9%

$147,586-48.9%

Participation rate

76.2%

76.3%-0.2pp

73.5%+2.6pp

82.8%-6.6pp

Annual return

16.75%

1312.75%-1296.0pp

965.08%-948.3pp

578.59%-561.8pp

Employer contribution / active EE

$1,444

$3,132-53.9%

$2,839-49.1%

$4,876-70.4%

Participant deferral / active EE

$3,592

$3,972-9.6%

$3,609-0.5%

$5,439-34.0%

Admin fee / account holder

$1,622

$5,709-71.6%

$4,904-66.9%

$10,886-85.1%

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