Retirement plan

HANDEL AND HAYDN SOCIETY RETIREMENT PLAN

Name: HANDEL AND HAYDN SOCIETY - HANDEL AND HAYDN SOCIETY RETIREMENT PLAN (2017) Form 5500
Creator: HANDEL AND HAYDN SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HANDEL AND HAYDN SOCIETY RETIREMENT PLAN, HANDEL AND HAYDN SOCIETY

HANDEL AND HAYDN SOCIETYEIN 04-2126598Plan #001PY 2017

9 HARCOURT STREET - BOSTON, MA 02116617-262-1815handelandhaydn.orgLinkedIn11-50 employeesmusic

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$899K

No prior year

Total participants

No prior year

Average account balance

$64,225

No prior year

Annual return

23.48%

No prior year

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.99M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

154.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$293K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8248

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 codes2L2K2F2G

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$64,225

$165,939-61.3%

$122,354-47.5%

$147,586-56.5%

Participation rate

77.8%

79.6%-1.8pp

71.6%+6.1pp

82.8%-5.1pp

Annual return

23.48%

34.56%-11.1pp

30.28%-6.8pp

578.59%-555.1pp

Employer contribution / active EE

$539

$5,754-90.6%

$4,051-86.7%

$4,876-89.0%

Participant deferral / active EE

$4,739

$4,005+18.3%

$3,287+44.2%

$5,439-12.9%

Admin fee / account holder

$7,425-100.0%

$5,479-100.0%

$10,886-100.0%

HANDEL AND HAYDN SOCIETY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HANDEL AND HAYDN SOCIETY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion