Retirement plan

WILKINSON & WISEMAN, INC., INTEGRATED PROFIT SHARING PLAN

Name: WILKINSON & WISEMAN, INC. - WILKINSON & WISEMAN, INC., INTEGRATED PROFIT SHARING PLAN (2020) Form 5500
Creator: WILKINSON & WISEMAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILKINSON & WISEMAN, INC., INTEGRATED PROFIT SHARING PLAN, WILKINSON & WISEMAN, INC.

WILKINSON & WISEMAN, INC.EIN 62-1005149Plan #002PY 2020

715 SOUTH BROADWAY, PO BOX 628 - PORTLAND, TN 371480628615-325-4191wilkinsonins.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$427K

+3.0% from 2019

Total participants

+12.5% from 2019

Average account balance

$47,444

-8.5% from 2019

Annual return

6.11%

+0.44 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$191K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-10.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$16K

$1777 / participant

Other / not subdivided$16K100.0%

% of EOY assets

3.746%

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

$47,444

$100,938-53.0%

$90,461-47.6%

$158,982-70.2%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

6.11%

1727.20%-1721.1pp

1294.76%-1288.7pp

302.99%-296.9pp

Employer contribution / active EE

$333

$3,691-91.0%

$3,264-89.8%

$4,763-93.0%

Participant deferral / active EE

$4,350-100.0%

$3,964-100.0%

$5,983-100.0%

Admin fee / account holder

$1,777

$6,510-72.7%

$5,617-68.4%

$11,252-84.2%

WILKINSON & WISEMAN, INC., INTEGRATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILKINSON & WISEMAN, INC., INTEGRATED 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