Retirement plan

RICH, WIGHTMAN & COMPANY CERTIFIED PUBLIC ACCOUNTANTS A LIMITED LIABILITY COMPANY EMPLOYEES SAVINGS TRUST

Name: RICH, WIGHTMAN & COMPANY CERTI - RICH, WIGHTMAN & COMPANY CERTIFIED PUBLIC ACCOUNTANTS A LIMITED LIABILITY COMPANY EMPLOYEES SAVINGS TRUST (2017) Form 5500
Creator: RICH, WIGHTMAN & COMPANY CERTI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICH, WIGHTMAN & COMPANY CERTIFIED PUBLIC ACCOUNTANTS A LIMITED LIABILITY COMPANY EMPLOYEES SAVINGS TRUST, RICH, WIGHTMAN & COMPANY CERTI

RICH, WIGHTMAN & COMPANY CERTIEIN 48-1266910Plan #001PY 2017

1301 S. JONES BLVD - LAS VEGAS, NV 891461200702-878-0959richwightman.comLinkedIn11-50 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+19.7% from 2016

Total participants

+11.8% from 2016

Average account balance

$73,051

+12.7% from 2016

Annual return

16.33%

+5.92 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

63.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18098

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 codes2E2F2G2J3D3B3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$135 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.163%

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

$73,051

$150,447-51.4%

$136,298-46.4%

$147,586-50.5%

Participation rate

86.7%

84.4%+2.2pp

81.9%+4.7pp

82.8%+3.8pp

Annual return

16.33%

1049.15%-1032.8pp

5156.27%-5139.9pp

578.59%-562.3pp

Employer contribution / active EE

$5,256-100.0%

$4,696-100.0%

$4,876-100.0%

Participant deferral / active EE

$2,342

$6,631-64.7%

$6,247-62.5%

$5,439-56.9%

Admin fee / account holder

$119

$10,906-98.9%

$9,244-98.7%

$10,886-98.9%

RICH, WIGHTMAN & COMPANY CERTIFIED PUBLIC ACCOUNTANTS A LIMITED LIABILITY COMPANY EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICH, WIGHTMAN & COMPANY CERTIFIED PUBLIC ACCOUNTANTS A LIMITED LIABILITY COMPANY EMPLOYEES SAVINGS 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