Retirement plan

WILTON SPRINGS HARDWARE, LLC 401-K PLAN

Name: WILTON SPRINGS HARDWARE, LLC - WILTON SPRINGS HARDWARE, LLC 401-K PLAN (2019) Form 5500
Creator: WILTON SPRINGS HARDWARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILTON SPRINGS HARDWARE, LLC 401-K PLAN, WILTON SPRINGS HARDWARE, LLC

WILTON SPRINGS HARDWARE, LLCEIN 71-0924486Plan #001PY 2019

303 WILTON SPRINGS RD. - NEWPORT, TN 37821423-623-9777wiltonspringshardware.comLinkedIn1-10 employeesbuilding materials

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$488K

+27.5% from 2018

Total participants

+16.7% from 2018

Average account balance

$69,681

+9.3% from 2018

Annual return

26.37%

+32.02 pp from 2018

Benchmarks

See 18,792 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,792 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

68.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6103

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 codes2E2F2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$120

$30 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.025%

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

$69,681

$106,918-34.8%

$84,021-17.1%

$152,897-54.4%

Participation rate

100.0%

75.2%+24.8pp

69.0%+31.0pp

82.5%+17.5pp

Annual return

26.37%

105.01%-78.6pp

71.32%-44.9pp

345.43%-319.1pp

Employer contribution / active EE

$558

$2,735-79.6%

$1,984-71.9%

$4,764-88.3%

Participant deferral / active EE

$520

$4,012-87.0%

$3,239-83.9%

$5,851-91.1%

Admin fee / account holder

$17

$8,288-99.8%

$6,102-99.7%

$11,599-99.9%

WILTON SPRINGS HARDWARE, LLC 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILTON SPRINGS HARDWARE, LLC 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