Retirement plan

GREAT WALL INTERNATIONAL 401(K) PLAN

Name: GREAT WALL INTERNATIONAL CORP. DBA MANDY LI COLL - GREAT WALL INTERNATIONAL 401(K) PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$376K

+35.3% from 2017

Total participants

-20.0% from 2017

Average account balance

$26,877

+25.6% from 2017

Annual return

5.62%

-2.55 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

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

$11K

$1542 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.868%

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

$26,877

$135,639-80.2%

$110,241-75.6%

$135,382-80.1%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

5.62%

513.21%-507.6pp

314.75%-309.1pp

519.77%-514.2pp

Employer contribution / active EE

$2,754

$4,907-43.9%

$3,827-28.0%

$4,779-42.4%

Participant deferral / active EE

$10,058

$5,507+82.7%

$4,672+115.3%

$5,609+79.3%

Admin fee / account holder

$771

$11,457-93.3%

$8,548-91.0%

$10,829-92.9%

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