Retirement plan

WEARS VALLEY RANCH, INC. 403(B) PLAN

Name: WEARS VALLEY RANCH, INC. - WEARS VALLEY RANCH, INC. 403(B) PLAN (2017) Form 5500
Creator: WEARS VALLEY RANCH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEARS VALLEY RANCH, INC. 403(B) PLAN, WEARS VALLEY RANCH, INC.

WEARS VALLEY RANCH, INC.EIN 58-1933629Plan #001PY 2017

100 ONE FINE PL - SEVIERVILLE, TN 378622505865-429-5437wvr.orgLinkedIn11-50 employeesprimary/secondary education

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$220K

+52.0% from 2016

Total participants

+37.5% from 2016

Average account balance

$10,017

+10.6% from 2016

Annual return

20.50%

+13.11 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$618K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

188.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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 codes2L2J

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$329 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.941%

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

$10,017

$99,011-89.9%

$86,582-88.4%

$147,586-93.2%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

20.50%

1312.75%-1292.2pp

965.08%-944.6pp

578.59%-558.1pp

Employer contribution / active EE

$621

$3,132-80.2%

$2,839-78.1%

$4,876-87.3%

Participant deferral / active EE

$3,089

$3,972-22.2%

$3,609-14.4%

$5,439-43.2%

Admin fee / account holder

$194

$5,709-96.6%

$4,904-96.0%

$10,886-98.2%

WEARS VALLEY RANCH, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEARS VALLEY RANCH, INC. 403(B) 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