Retirement plan

WEARS VALLEY RANCH, INC. 403(B) PLAN

Name: WEARS VALLEY RANCH, INC. - WEARS VALLEY RANCH, INC. 403(B) PLAN (2020) 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 2020

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$410K

+23.6% from 2019

Total participants

+16.0% from 2019

Average account balance

-100.0% from 2019

Annual return

17.13%

-6.78 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

1 tripped

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

$19K

$943 / participant

Other / not subdivided$19K100.0%

% of EOY assets

4.594%

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

$100,911-100.0%

$90,440-100.0%

$158,966-100.0%

Participation rate

0.0%

75.0%-75.0pp

72.7%-72.7pp

82.0%-82.0pp

Annual return

17.13%

1726.62%-1709.5pp

1294.38%-1277.2pp

302.95%-285.8pp

Employer contribution / active EE

$274

$3,690-92.6%

$3,263-91.6%

$4,762-94.2%

Participant deferral / active EE

$1,685

$4,348-61.3%

$3,964-57.5%

$5,983-71.8%

Admin fee / account holder

$6,507-100.0%

$5,615-100.0%

$11,250-100.0%

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