Retirement plan

HAYWOOD ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN

Name: HAYWOOD ASSOCIATES, INCORPORATED - HAYWOOD ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: HAYWOOD ASSOCIATES, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAYWOOD ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN, HAYWOOD ASSOCIATES, INCORPORATED

HAYWOOD ASSOCIATES, INCORPORATEDEIN 04-3223372Plan #003PY 2017

124 JEWETT STREET - GEORGETOWN, MA 01833978-352-3100

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$268K

+417.8% from 2016

Total participants

+14.3% from 2016

Average account balance

$16,771

+353.1% from 2016

Annual return

45.76%

+45.76 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.82M

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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.

123.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+8.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53986

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 codes2E2G2J3D2F

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.
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

$2K

$170 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.885%

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

$16,771

$99,652-83.2%

$78,778-78.7%

$147,586-88.6%

Participation rate

100.0%

76.2%+23.8pp

69.2%+30.8pp

82.8%+17.2pp

Annual return

45.76%

47.28%-1.5pp

35.62%+10.1pp

578.59%-532.8pp

Employer contribution / active EE

$8,656

$2,796+209.6%

$1,986+335.9%

$4,876+77.5%

Participant deferral / active EE

$5,116

$3,664+39.6%

$2,958+72.9%

$5,439-5.9%

Admin fee / account holder

$148

$7,155-97.9%

$5,134-97.1%

$10,886-98.6%

HAYWOOD ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAYWOOD ASSOCIATES INCORPORATED 401(K) 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