Retirement plan

WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING PLAN

Name: WORDES, WILSHIN & CONNER, A PARTNERSHIP - WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING PLAN (2017) Form 5500
Creator: WORDES, WILSHIN & CONNER, A PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING PLAN, WORDES, WILSHIN & CONNER, A PARTNERSHIP

WORDES, WILSHIN & CONNER, A PARTNERSHIPEIN 95-3779299Plan #001PY 2017

20151 S.W. BIRCH, SUITE 175 - NEWPORT BEACH, CA 926600774949-486-5910wwgc.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+24.4% from 2016

Total participants

0.0% from 2016

Average account balance

$510,381

+24.4% from 2016

Annual return

20.71%

+13.88 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$2.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$60K

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

+39.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56891

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5K

$1634 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.320%

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

$510,381

$150,442+239.3%

$136,295+274.5%

$147,585+245.8%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

20.71%

1049.09%-1028.4pp

5155.97%-5135.3pp

578.56%-557.9pp

Employer contribution / active EE

$4,266

$5,256-18.8%

$4,695-9.2%

$4,876-12.5%

Participant deferral / active EE

$10,817

$6,630+63.1%

$6,247+73.1%

$5,439+98.9%

Admin fee / account holder

$1,634

$10,905-85.0%

$9,243-82.3%

$10,885-85.0%

WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING 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