Retirement plan

WILSON & WASHBURN 401(K) PLAN

Name: SPORTING DISTRICT, LLC DBA WILSON & WASHBURN - WILSON & WASHBURN 401(K) PLAN (2018) Form 5500
Creator: SPORTING DISTRICT, LLC DBA WILSON & WASHBURN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILSON & WASHBURN 401(K) PLAN, SPORTING DISTRICT, LLC DBA WILSON & WASHBURN

SPORTING DISTRICT, LLC DBA WILSON & WASHBURNEIN 46-1872934Plan #001PY 2018

1407 HARNEY STREET - OMAHA, NE 68102402-991-6950LinkedIn11-50 employeesrestaurants

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$163K

+18.4% from 2017

Total participants

-4.8% from 2017

Average account balance

$27,221

+18.4% from 2017

Annual return

-11.55%

-42.83 pp from 2017

Benchmarks

See 7,242 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,242 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$531K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

35.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$513

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1999

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 codes2G2J2T3D2E

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$27,221

$104,106-73.9%

$71,086-61.7%

$135,379-79.9%

Participation rate

30.0%

65.7%-35.7pp

54.7%-24.7pp

82.6%-52.6pp

Annual return

-11.55%

1256.30%-1267.8pp

650.59%-662.1pp

519.79%-531.3pp

Employer contribution / active EE

$151

$1,485-89.9%

$1,088-86.2%

$4,779-96.8%

Participant deferral / active EE

$1,914

$2,527-24.3%

$1,874+2.1%

$5,609-65.9%

Admin fee / account holder

$4,142-100.0%

$3,082-100.0%

$10,828-100.0%

WILSON & WASHBURN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WILSON & WASHBURN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion