Retirement plan

JOHNNIE WALKER R.V.'S 401(K) PLAN & TRUST

Name: JOHNNY WALKER TRAILERS, INC. - JOHNNIE WALKER R.V.'S 401(K) PLAN & TRUST (2016) Form 5500
Creator: JOHNNY WALKER TRAILERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNNIE WALKER R.V.'S 401(K) PLAN & TRUST, JOHNNY WALKER TRAILERS, INC.

JOHNNY WALKER TRAILERS, INC.EIN 88-0099902Plan #002PY 2016

3700 BOULDER HIGHWAY - LAS VEGAS, NV 89121702-458-2092

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+5.8% from 2015

Total participants

+1.2% from 2015

Average account balance

$96,359

+14.4% from 2015

Annual return

3.14%

+3.85 pp from 2015

Benchmarks

See 9,492 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,492 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.17M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

103

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.

121.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$804K

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

+7.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4955

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

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.

Expense breakdown

Schedule H Part II

Admin total

$352K

$4515 / participant

Other / not subdivided$352K100.0%

% of EOY assets

4.939%

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

$96,359

$48,364+99.2%

$71,796+34.2%

$62,881+53.2%

Participation rate

83.3%

60.6%+22.7pp

69.1%+14.2pp

69.3%+14.0pp

Annual return

3.14%

13.16%-10.0pp

78.04%-74.9pp

20.14%-17.0pp

Employer contribution / active EE

$3,199

$1,042+207.1%

$1,924+66.2%

$2,281+40.3%

Participant deferral / active EE

$3,143

$2,091+50.3%

$2,794+12.5%

$3,203-1.9%

Admin fee / account holder

$4,760

$3,771+26.2%

$4,815-1.2%

$4,296+10.8%

JOHNNIE WALKER R.V.'S 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNNIE WALKER R.V.'S 401(K) 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