Retirement plan

TAYLOR, POWELL, WILSON & HARTFORD, P.A. 401(K) PLA

Name: TAYLOR, POWELL, WILSON & HARTFORD, P.A. - TAYLOR, POWELL, WILSON & HARTFORD, P.A. 401(K) PLA (2018) Form 5500
Creator: TAYLOR, POWELL, WILSON & HARTFORD, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR, POWELL, WILSON & HARTFORD, P.A. 401(K) PLA, TAYLOR, POWELL, WILSON & HARTFORD, P.A.

TAYLOR, POWELL, WILSON & HARTFORD, P.A.EIN 64-0796051Plan #001PY 2018

P. O. BOX 8240 - GREENWOOD, MS 389358240662-453-6432tpwh.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.2M

-1.8% from 2017

Total participants

-6.9% from 2017

Average account balance

-100.0% from 2017

Annual return

-7.87%

-23.35 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.56M

Not enough data

1 years with asset history on file

Average account balance

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

$252K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$299K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7072

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 codes2G2J2R

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$51K

$1884 / participant

Other / not subdivided$51K100.0%

% of EOY assets

1.215%

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

$77,816-100.0%

$123,552-100.0%

$64,173-100.0%

Participation rate

0.0%

74.7%-74.7pp

82.3%-82.3pp

69.6%-69.6pp

Annual return

-7.87%

12.49%-20.4pp

119.20%-127.1pp

7.63%-15.5pp

Employer contribution / active EE

$2,432

$3,014-19.3%

$4,628-47.4%

$2,381+2.2%

Participant deferral / active EE

$8,246

$5,240+57.4%

$6,426+28.3%

$3,470+137.7%

Admin fee / account holder

$5,519-100.0%

$9,285-100.0%

$4,887-100.0%

TAYLOR, POWELL, WILSON & HARTFORD, P.A. 401(K) PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR, POWELL, WILSON & HARTFORD, P.A. 401(K) PLA

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