Retirement plan

WISCONSIN JUSTICE INITIATIVE I 401(K) PROFIT SHARING PLAN & TRUST

Name: WISCONSIN JUSTICE INITIATIVE I - WISCONSIN JUSTICE INITIATIVE I 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: WISCONSIN JUSTICE INITIATIVE I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN JUSTICE INITIATIVE I 401(K) PROFIT SHARING PLAN & TRUST, WISCONSIN JUSTICE INITIATIVE I

WISCONSIN JUSTICE INITIATIVE IEIN 47-4844281Plan #001PY 2020

5128 W BLUE MOUND RD UNIT 402 - MILWAUKEE, WI 532083681414-331-0724wjiinc.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$112K

+66.1% from 2019

Total participants

0.0% from 2019

Average account balance

$55,781

+66.1% from 2019

Annual return

22.56%

+4.03 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$126K

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+4.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$973

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 codes2E2F2G2J2T3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$542

$271 / participant

Other / not subdivided$542100.0%

% of EOY assets

0.486%

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

$55,781

$165,399-66.3%

$149,745-62.7%

$158,982-64.9%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

22.56%

348.34%-325.8pp

276.72%-254.2pp

302.99%-280.4pp

Employer contribution / active EE

$5,105-100.0%

$4,646-100.0%

$4,763-100.0%

Participant deferral / active EE

$14,616

$7,183+103.5%

$6,843+113.6%

$5,983+144.3%

Admin fee / account holder

$271

$10,811-97.5%

$9,312-97.1%

$11,252-97.6%

WISCONSIN JUSTICE INITIATIVE I 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN JUSTICE INITIATIVE I 401(K) PROFIT SHARING PLAN & TRUST

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