Retirement plan

WRIGHT-KINGDOM, INC. PROFIT SHARING PLAN

Name: WRIGHT-KINGDOM, INC. - WRIGHT-KINGDOM, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: WRIGHT-KINGDOM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WRIGHT-KINGDOM, INC. PROFIT SHARING PLAN, WRIGHT-KINGDOM, INC.

WRIGHT-KINGDOM, INC.EIN 84-0709533Plan #001PY 2018

4875 PEARL EAST CIRCLE, SUITE 100 - BOULDER, CO 80301303-443-2240LinkedIn11-50 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$963K

+13.4% from 2017

Total participants

+13.3% from 2017

Average account balance

$56,619

+0.0% from 2017

Annual return

-7.98%

-33.93 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

192.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$269 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.419%

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

$56,619

$211,946-73.3%

$169,452-66.6%

$135,379-58.2%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-7.98%

3.26%-11.2pp

1.83%-9.8pp

519.79%-527.8pp

Employer contribution / active EE

$1,713

$5,117-66.5%

$4,157-58.8%

$4,779-64.1%

Participant deferral / active EE

$10,638

$6,075+75.1%

$5,277+101.6%

$5,609+89.7%

Admin fee / account holder

$237

$11,472-97.9%

$9,110-97.4%

$10,828-97.8%

WRIGHT-KINGDOM, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WRIGHT-KINGDOM, INC. 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