Retirement plan

WAGNER & SPREHA 401K PLAN

Name: LAW OFFICES OF WAGNER & SPREHA - WAGNER & SPREHA 401K PLAN (2016) Form 5500
Creator: LAW OFFICES OF WAGNER & SPREHA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAGNER & SPREHA 401K PLAN, LAW OFFICES OF WAGNER & SPREHA

LAW OFFICES OF WAGNER & SPREHAEIN 46-2123440Plan #001PY 2016

2401 NORTH FRONT STREET - HARRISBURG, PA 17110717-234-7051

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$636K

No prior year

Total participants

No prior year

Average account balance

$105,973

No prior year

Annual return

6.72%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11163

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$50

$10 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.008%

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

$105,973

$135,956-22.1%

$123,894-14.5%

$273,972-61.3%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

6.72%

56.63%-49.9pp

47.52%-40.8pp

41.46%-34.7pp

Employer contribution / active EE

$3,938

$5,170-23.8%

$4,617-14.7%

$4,869-19.1%

Participant deferral / active EE

$4,682

$6,343-26.2%

$5,984-21.8%

$5,287-11.4%

Admin fee / account holder

$9,817-99.9%

$8,357-99.9%

$10,133-99.9%

WAGNER & SPREHA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAGNER & SPREHA 401K 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