Retirement plan

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

Name: LUNG ROSE VOSS & WAGNILD - LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN (2023) Form 5500
Creator: LUNG ROSE VOSS & WAGNILD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN, LUNG ROSE VOSS & WAGNILD

LUNG ROSE VOSS & WAGNILDEIN 99-0243681Plan #005PY 2023

P.O. BOX 1760 - HONOLULU, HI 968061760808-523-9000

Other plans on this EIN

1 filing

#006Retirement-$1.1M assets

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13.6M

+16.1% from 2022

Total participants

+12.5% from 2022

Average account balance

$283,751

+6.4% from 2022

Annual return

11.57%

+22.64 pp from 2022

Benchmarks

See 28,722 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,722 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$15.42M

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$684K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+9.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4640

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2A2C2H2R2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$153K

$3731 / participant

Other / not subdivided$153K100.0%

% of EOY assets

1.123%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$283,751

$93,571+203.2%

$135,903+108.8%

$75,163+277.5%

Participation rate

85.4%

75.2%+10.2pp

81.9%+3.5pp

67.2%+18.2pp

Annual return

11.57%

30.90%-19.3pp

68.23%-56.7pp

160.62%-149.1pp

Employer contribution / active EE

$14,831

$3,537+319.3%

$4,856+205.4%

$2,670+455.5%

Participant deferral / active EE

$6,404-100.0%

$7,758-100.0%

$4,125-100.0%

Admin fee / account holder

$3,187

$6,975-54.3%

$10,762-70.4%

$5,651-43.6%

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION 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