Retirement plan

WE ARE WALKER RETIREMENT PLAN

Name: WE ARE WALKER, LLC - WE ARE WALKER RETIREMENT PLAN (2024) Form 5500
Creator: WE ARE WALKER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WE ARE WALKER RETIREMENT PLAN, WE ARE WALKER, LLC

WE ARE WALKER, LLCEIN 47-5510036Plan #001PY 2024

1512 16TH ST., SUITE 1 - SANTA MONICA, CA 90404917-856-9555

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$385K

+63.5% from 2023

Total participants

+16.7% from 2023

Average account balance

$32,105

+22.7% from 2023

Annual return

12.98%

-8.72 pp from 2023

Benchmarks

See 12,306 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,306 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$591K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+26.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1065

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 codes2G2J3D

Plan features

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.
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

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

$5K

$537 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.394%

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

$32,105

$108,922-70.5%

$100,398-68.0%

$145,978-78.0%

Participation rate

80.0%

83.0%-3.0pp

81.5%-1.5pp

80.3%-0.3pp

Annual return

12.98%

58.04%-45.1pp

49.32%-36.3pp

550.52%-537.5pp

Employer contribution / active EE

$4,241

$4,426-4.2%

$3,946+7.5%

$4,662-9.0%

Participant deferral / active EE

$7,670

$8,450-9.2%

$8,084-5.1%

$6,690+14.7%

Admin fee / account holder

$448

$9,680-95.4%

$7,893-94.3%

$13,400-96.7%

WE ARE WALKER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WE ARE WALKER RETIREMENT 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