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 (2021) 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 2021

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

Other plans on this EIN

1 filing

#001Retirement-$4.2M assets

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.9M

+15.5% from 2020

Total participants

0.0% from 2020

Average account balance

$469,075

+15.5% from 2020

Annual return

9.83%

+0.78 pp from 2020

Benchmarks

See 33,463 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,463 peers

Snapshot2021

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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$200

$50 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.011%

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

$469,075

$209,888+123.5%

$189,545+147.5%

$167,553+180.0%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

9.83%

748.66%-738.8pp

555.36%-545.5pp

478.89%-469.1pp

Employer contribution / active EE

$6,915-100.0%

$6,162-100.0%

$4,840-100.0%

Participant deferral / active EE

$23,168

$8,934+159.3%

$8,220+181.8%

$6,343+265.3%

Admin fee / account holder

$50

$14,300-99.7%

$12,049-99.6%

$12,316-99.6%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WITTEN ADVISORS L.L.C 401(K) 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