Retirement plan

WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN

Name: WITTEN ADVISORS L.L.C - WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: WITTEN ADVISORS L.L.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN, WITTEN ADVISORS L.L.C

WITTEN ADVISORS L.L.CEIN 75-2969206Plan #002PY 2015

8235 DOUGLAS AVENUE, SUITE 1330 - DALLAS, TX 75225214-360-4561wittenadvisors.comLinkedIn1-10 employeescommercial real estate

Other plans on this EIN

1 filing

#001Retirement-$3.6M assets

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$763K

No prior year

Total participants

No prior year

Average account balance

$190,690

No prior year

Annual return

1.97%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$326K

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.

133.3%

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

+3.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$163519

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$190,690

$140,592+35.6%

$123,105+54.9%

$125,389+52.1%

Participation rate

100.0%

88.2%+11.8pp

86.8%+13.2pp

83.2%+16.8pp

Annual return

1.97%

16.80%-14.8pp

13.22%-11.2pp

282.24%-280.3pp

Employer contribution / active EE

$6,041-100.0%

$5,151-100.0%

$4,866-100.0%

Participant deferral / active EE

$21,000

$6,980+200.8%

$6,229+237.1%

$5,352+292.4%

Admin fee / account holder

$11,198-100.0%

$9,014-100.0%

$9,541-100.0%

WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion