Retirement plan

REINISCH WILSON WEIER PC 401(K) PLAN

Name: REINISCH WILSON WEIER PC - REINISCH WILSON WEIER PC 401(K) PLAN (2017) Form 5500
Creator: REINISCH WILSON WEIER PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REINISCH WILSON WEIER PC 401(K) PLAN, REINISCH WILSON WEIER PC

REINISCH WILSON WEIER PCEIN 93-0841033Plan #001PY 2017

10260 SW GREENBURG RD STE 1250 - PORTLAND, OR 97223503-452-7271rwlaw.comLinkedIn51-200 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

+21.9% from 2016

Total participants

-11.1% from 2016

Average account balance

$70,428

+36.2% from 2016

Annual return

16.87%

+12.78 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.17M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

130.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$718K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8105

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$263K

$3761 / participant

Other / not subdivided$263K100.0%

% of EOY assets

4.855%

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

$70,428

$85,766-17.9%

$136,298-48.3%

$70,126+0.4%

Participation rate

95.7%

74.2%+21.6pp

81.9%+13.8pp

69.5%+26.2pp

Annual return

16.87%

31.46%-14.6pp

5156.27%-5139.4pp

73.15%-56.3pp

Employer contribution / active EE

$2,178

$2,966-26.6%

$4,696-53.6%

$2,343-7.0%

Participant deferral / active EE

$4,363

$5,051-13.6%

$6,247-30.2%

$3,332+30.9%

Admin fee / account holder

$3,419

$5,421-36.9%

$9,244-63.0%

$4,645-26.4%

REINISCH WILSON WEIER PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REINISCH WILSON WEIER PC 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