Retirement plan

KRISTA WOLTER REAL ESTATE GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: KRISTA WOLTER REAL ESTATE GROUP, INC. - KRISTA WOLTER REAL ESTATE GROUP, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: KRISTA WOLTER REAL ESTATE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRISTA WOLTER REAL ESTATE GROUP, INC. 401(K) PROFIT SHARING PLAN, KRISTA WOLTER REAL ESTATE GROUP, INC.

KRISTA WOLTER REAL ESTATE GROUP, INC.EIN 83-4383921Plan #002PY 2020

7 SKILLMAN LANE - ST. PAUL, MN 55127612-247-5106kristawolterrealestategroup.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$524K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$71K

No prior year

Total participants

No prior year

Average account balance

$11,854

No prior year

Annual return

13.23%

No prior year

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$416K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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 codes2A2E3B3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

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

$11,854

$228,352-94.8%

$185,835-93.6%

$158,966-92.5%

Participation rate

85.7%

82.3%+3.4pp

78.0%+7.7pp

82.0%+3.8pp

Annual return

13.23%

40.81%-27.6pp

35.96%-22.7pp

302.95%-289.7pp

Employer contribution / active EE

$2,884

$4,967-41.9%

$4,087-29.4%

$4,762-39.4%

Participant deferral / active EE

$6,416-100.0%

$5,633-100.0%

$5,983-100.0%

Admin fee / account holder

$11,867-100.0%

$9,502-100.0%

$11,250-100.0%

KRISTA WOLTER REAL ESTATE GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KRISTA WOLTER REAL ESTATE GROUP, INC. 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