Retirement plan

EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK, INC.

Name: WYOMING HOUSING NETWORK, INC. - EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK, INC. (2018) Form 5500
Creator: WYOMING HOUSING NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK, INC., WYOMING HOUSING NETWORK, INC.

WYOMING HOUSING NETWORK, INC.EIN 75-3155083Plan #001PY 2018

2345 E 2ND ST - CASPER, WY 826092048307-472-5843whninc.orgLinkedIn1-10 employeesreal estate

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$265K

+62.5% from 2017

Total participants

-8.3% from 2017

Average account balance

$24,132

+77.3% from 2017

Annual return

12.15%

-6.03 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$902K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6172

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2S2F2T3D

Plan features

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$338 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.892%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,132

$180,449-86.6%

$154,107-84.3%

$135,375-82.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

12.15%

888.09%-875.9pp

735.12%-723.0pp

519.73%-507.6pp

Employer contribution / active EE

$3,196

$6,035-47.0%

$5,298-39.7%

$4,779-33.1%

Participant deferral / active EE

$8,882

$5,806+53.0%

$5,081+74.8%

$5,609+58.4%

Admin fee / account holder

$215

$16,143-98.7%

$13,411-98.4%

$10,827-98.0%

EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK, INC.

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