Retirement plan

GREAT WALL INTERNATIONAL 401(K) PLAN

Name: GREAT WALL INTERNATIONAL CORP. DBA MANDY LI COLL - GREAT WALL INTERNATIONAL 401(K) PLAN (2016) Form 5500
Creator: GREAT WALL INTERNATIONAL CORP. DBA MANDY LI COLL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREAT WALL INTERNATIONAL 401(K) PLAN, GREAT WALL INTERNATIONAL CORP. DBA MANDY LI COLL

GREAT WALL INTERNATIONAL CORP. DBA MANDY LI COLLEIN 56-2062061Plan #003PY 2016

617 SOUTH RAYMOND AVENUE - ALHAMBRA, CA 91803626-457-1022LinkedIn1-10 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$365K

No prior year

Total participants

No prior year

Average account balance

$28,048

No prior year

Annual return

8.86%

No prior year

Benchmarks

See 22,114 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,114 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$801

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$453 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.870%

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

$28,048

$131,829-78.7%

$108,579-74.2%

$273,968-89.8%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

8.86%

-91.57%+100.4pp

-51.70%+60.6pp

41.45%-32.6pp

Employer contribution / active EE

$3,012

$4,912-38.7%

$3,758-19.8%

$4,869-38.1%

Participant deferral / active EE

$8,011

$5,127+56.3%

$4,311+85.8%

$5,287+51.5%

Admin fee / account holder

$244

$10,252-97.6%

$7,645-96.8%

$10,132-97.6%

GREAT WALL INTERNATIONAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREAT WALL INTERNATIONAL 401(K) 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