Retirement plan

PAULSON WEALTH MANAGEMENT INC 401K PLAN

Name: PAULSON WEALTH MANAGEMENT INC - PAULSON WEALTH MANAGEMENT INC 401K PLAN (2017) Form 5500
Creator: PAULSON WEALTH MANAGEMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAULSON WEALTH MANAGEMENT INC 401K PLAN, PAULSON WEALTH MANAGEMENT INC

PAULSON WEALTH MANAGEMENT INCEIN 47-3668743Plan #001PY 2017

213 W. WESLEY ST. SUITE 202 - WHEATON, IL 60187630-517-2950

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$448K

+38.0% from 2016

Total participants

+66.7% from 2016

Average account balance

$111,966

+3.5% from 2016

Annual return

13.47%

+5.85 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.67M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13699

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 codes2E2F2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.

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

$111,966

$171,867-34.9%

$149,718-25.2%

$147,585-24.1%

Participation rate

80.0%

88.2%-8.2pp

87.1%-7.1pp

82.8%-2.8pp

Annual return

13.47%

2113.36%-2099.9pp

1501.70%-1488.2pp

578.57%-565.1pp

Employer contribution / active EE

$7,361

$6,275+17.3%

$5,444+35.2%

$4,876+50.9%

Participant deferral / active EE

$8,581

$7,270+18.0%

$6,568+30.6%

$5,439+57.8%

Admin fee / account holder

$13,799-100.0%

$11,283-100.0%

$10,885-100.0%

PAULSON WEALTH MANAGEMENT INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PAULSON WEALTH MANAGEMENT INC 401K 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