Retirement plan

CONWAY STUART & WOODBURY 401(K) PLAN

Name: CONWAY STUART & WOODBURY - CONWAY STUART & WOODBURY 401(K) PLAN (2020) Form 5500
Creator: CONWAY STUART & WOODBURY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONWAY STUART & WOODBURY 401(K) PLAN, CONWAY STUART & WOODBURY

CONWAY STUART & WOODBURYEIN 88-0200097Plan #001PY 2020

4021 MEADOWS LANE - LAS VEGAS, NV 89107702-877-6800LinkedIn11-50 employeesaccounting

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

-4.7% from 2019

Total participants

+8.3% from 2019

Average account balance

No prior year

Annual return

1.52%

-14.17 pp from 2019

Benchmarks

See 120,796 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,796 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.22M

Not enough data

1 years with asset history on file

Average account balance

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

$351K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$193K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21133

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 codes2E2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$378K

$29056 / participant

Other / not subdivided$378K100.0%

% of EOY assets

12.973%

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

$165,351-100.0%

$149,710-100.0%

$158,931-100.0%

Participation rate

0.0%

84.6%-84.6pp

82.5%-82.5pp

82.0%-82.0pp

Annual return

1.52%

348.19%-346.7pp

276.63%-275.1pp

302.86%-301.3pp

Employer contribution / active EE

$3,542

$5,103-30.6%

$4,645-23.7%

$4,761-25.6%

Participant deferral / active EE

$9,995

$7,181+39.2%

$6,842+46.1%

$5,982+67.1%

Admin fee / account holder

$10,807-100.0%

$9,309-100.0%

$11,247-100.0%

CONWAY STUART & WOODBURY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONWAY STUART & WOODBURY 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