Retirement plan

CIRCLE H HEADQUARTERS 401K PLAN

Name: CIRCLE H HEADQUARTERS, LLC - CIRCLE H HEADQUARTERS 401K PLAN (2017) Form 5500
Creator: CIRCLE H HEADQUARTERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIRCLE H HEADQUARTERS 401K PLAN, CIRCLE H HEADQUARTERS, LLC

CIRCLE H HEADQUARTERS, LLCEIN 20-0564124Plan #001PY 2017

3216 US HWY 54 E, PO BOX 1150 - DALHART, TX 79022806-244-7851circleh.infoLinkedIn11-50 employeesveterinary

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$615K

+12.3% from 2016

Total participants

-15.4% from 2016

Average account balance

$29,298

+28.3% from 2016

Annual return

2.83%

-2.28 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

$688K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9627

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 codes2E2F2J2R2T3D

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).
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.
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.

Opportunity flags

2 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.

Expense breakdown

Schedule H Part II

Admin total

$7K

$443 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.079%

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

$29,298

$150,442-80.5%

$136,295-78.5%

$147,585-80.1%

Participation rate

93.3%

84.4%+8.9pp

81.9%+11.4pp

82.8%+10.5pp

Annual return

2.83%

1049.09%-1046.3pp

5155.97%-5153.1pp

578.56%-575.7pp

Employer contribution / active EE

$996

$5,256-81.0%

$4,695-78.8%

$4,876-79.6%

Participant deferral / active EE

$2,886

$6,630-56.5%

$6,247-53.8%

$5,439-46.9%

Admin fee / account holder

$316

$10,905-97.1%

$9,243-96.6%

$10,885-97.1%

CIRCLE H HEADQUARTERS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CIRCLE H HEADQUARTERS 401K 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