Retirement plan

BILL WILSON CENTER RETIREMENT PLAN III

Name: BILL WILSON CENTER - BILL WILSON CENTER RETIREMENT PLAN III (2016) Form 5500
Creator: BILL WILSON CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL WILSON CENTER RETIREMENT PLAN III, BILL WILSON CENTER

BILL WILSON CENTEREIN 94-2221849Plan #003PY 2016

3490 THE ALAMEDA - SANTA CLARA, CA 95050408-243-0222billwilsoncenter.orgLinkedIn201-500 employeesnon-profit organization management

Other plans on this EIN

2 filings

#001Retirement-$2.5M assets #002Retirement-$794K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$183K

No prior year

Total participants

No prior year

Average account balance

$3,734

No prior year

Annual return

53.67%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.53M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

394

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.

44.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$924K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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

1 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 codes2E2J2F2G3D2T

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$299 / participant

Other / not subdivided$13K100.0%

% of EOY assets

7.354%

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

$3,734

$77,638-95.2%

$156,551-97.6%

$62,881-94.1%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

53.67%

50.33%+3.3pp

32.23%+21.4pp

20.14%+33.5pp

Employer contribution / active EE

$1,053

$3,444-69.4%

$5,501-80.9%

$2,281-53.8%

Participant deferral / active EE

$1,196

$3,046-60.7%

$4,871-75.5%

$3,203-62.7%

Admin fee / account holder

$275

$5,561-95.1%

$13,028-97.9%

$4,296-93.6%

BILL WILSON CENTER RETIREMENT PLAN III

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL WILSON CENTER RETIREMENT PLAN III

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