Retirement plan

WILDERNESS TACTICAL PRODUCTS L 401(K) PROFIT SHARING PLAN & TRUST

Name: WILDERNESS TACTICAL PRODUCTS L - WILDERNESS TACTICAL PRODUCTS L 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: WILDERNESS TACTICAL PRODUCTS L
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILDERNESS TACTICAL PRODUCTS L 401(K) PROFIT SHARING PLAN & TRUST, WILDERNESS TACTICAL PRODUCTS L

WILDERNESS TACTICAL PRODUCTS LEIN 86-0937307Plan #002PY 2019

LLC, 1608 W HATCHER RD STE 4 - PHOENIX, AZ 850210802602-242-4945thewilderness.comLinkedIn1-10 employeeswholesale

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$50K

+36.7% from 2018

Total participants

+14.3% from 2018

Average account balance

$25,012

+36.7% from 2018

Annual return

19.02%

+24.97 pp from 2018

Benchmarks

See 3,425 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,425 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$154K

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

18.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$903

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

+14.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1026

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$511

$64 / participant

Other / not subdivided$511100.0%

% of EOY assets

1.022%

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

$25,012

$104,577-76.1%

$76,667-67.4%

$152,909-83.6%

Participation rate

25.0%

76.6%-51.6pp

72.1%-47.1pp

82.5%-57.5pp

Annual return

19.02%

1014.36%-995.3pp

1166.74%-1147.7pp

345.46%-326.4pp

Employer contribution / active EE

$3,119-100.0%

$2,303-100.0%

$4,764-100.0%

Participant deferral / active EE

$808

$4,237-80.9%

$3,336-75.8%

$5,851-86.2%

Admin fee / account holder

$256

$12,290-97.9%

$6,423-96.0%

$11,601-97.8%

WILDERNESS TACTICAL PRODUCTS L 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILDERNESS TACTICAL PRODUCTS L 401(K) PROFIT SHARING PLAN & TRUST

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