Retirement plan

MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLAN

Name: MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLAN - MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLAN (2018) Form 5500
Creator: MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLAN, MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLAN

MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLANEIN 52-1187327Plan #001PY 2018

PO BOX 117 - DAMASCUS, MD 208720117301-253-2138

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$681K

+0.7% from 2017

Total participants

-33.3% from 2017

Average account balance

$340,544

+51.0% from 2017

Annual return

1.38%

-0.03 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$736K

Not enough data

1 years with asset history on file

Average account balance

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

$245K

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

$15K

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

+1.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9397

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$45K

$22557 / participant

Other / not subdivided$45K100.0%

% of EOY assets

6.624%

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

$340,544

$90,606+275.9%

$79,466+328.5%

$135,379+151.5%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

1.38%

977.69%-976.3pp

718.28%-716.9pp

519.79%-518.4pp

Employer contribution / active EE

$20,125

$3,068+556.0%

$2,800+618.7%

$4,779+321.1%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$22,557

$5,895+282.6%

$5,104+341.9%

$10,828+108.3%

MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOLESWORTH-WILLIAMS, P.A. EMPLOYEES PROFIT SHARING 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