Retirement plan

WALLCO INDUSTRIES, INC./ WALLCO DEVELOPMENT, INC. PROFIT SHARING 401(K) PLAN

Name: WALLCO INDUSTRIES, INC./WALLCO DEVELOPMENT, INC. - WALLCO INDUSTRIES, INC./ WALLCO DEVELOPMENT, INC. PROFIT SHARING 401(K) PLAN (2015) Form 5500
Creator: WALLCO INDUSTRIES, INC./WALLCO DEVELOPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALLCO INDUSTRIES, INC./ WALLCO DEVELOPMENT, INC. PROFIT SHARING 401(K) PLAN, WALLCO INDUSTRIES, INC./WALLCO DEVELOPMENT, INC.

WALLCO INDUSTRIES, INC./WALLCO DEVELOPMENT, INC.EIN 77-0215841Plan #001PY 2015

P O BOX 574 - DIABLO, CA 94528925-743-8579

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

No prior year

Average account balance

$667,286

No prior year

Annual return

-5.20%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.08M

Not enough data

1 years with asset history on file

Average account balance

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

$3.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$68K

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

+6.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21783

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return 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

$1K

$353 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.053%

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

$667,286

$127,387+423.8%

$115,038+480.1%

$125,389+432.2%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-5.20%

31.28%-36.5pp

26.14%-31.3pp

282.24%-287.4pp

Employer contribution / active EE

$30,633

$5,166+493.0%

$4,608+564.8%

$4,866+529.5%

Participant deferral / active EE

$22,000

$6,423+242.5%

$6,026+265.1%

$5,352+311.1%

Admin fee / account holder

$353

$9,516-96.3%

$8,175-95.7%

$9,541-96.3%

WALLCO INDUSTRIES, INC./ WALLCO DEVELOPMENT, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALLCO INDUSTRIES, INC./ WALLCO DEVELOPMENT, INC. PROFIT SHARING 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