Retirement plan

EMPLOYEE BENEFIT PLAN OF SERVICE PRINTERS HAWAII, INC.

Name: SERVICE PRINTERS HAWAII, INC. - EMPLOYEE BENEFIT PLAN OF SERVICE PRINTERS HAWAII, INC. (2019) Form 5500
Creator: SERVICE PRINTERS HAWAII, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SERVICE PRINTERS HAWAII, INC., SERVICE PRINTERS HAWAII, INC.

SERVICE PRINTERS HAWAII, INC.EIN 20-1733745Plan #001PY 2019

1829 DILLINGHAM BLVD - HONOLULU, HI 968194020808-841-7644LinkedIn11-50 employeesprinting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+23.9% from 2018

Total participants

+7.1% from 2018

Average account balance

$111,700

+15.6% from 2018

Annual return

19.94%

+26.94 pp from 2018

Benchmarks

See 8,238 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,238 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$157K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$203

$25 / participant

Other / not subdivided$203100.0%

% of EOY assets

0.012%

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

$111,700

$116,203-3.9%

$93,621+19.3%

$152,909-26.9%

Participation rate

100.0%

78.1%+21.9pp

75.8%+24.2pp

82.5%+17.5pp

Annual return

19.94%

35.96%-16.0pp

32.76%-12.8pp

345.46%-325.5pp

Employer contribution / active EE

$1,679

$3,219-47.9%

$2,719-38.3%

$4,764-64.8%

Participant deferral / active EE

$4,956

$4,605+7.6%

$4,070+21.8%

$5,851-15.3%

Admin fee / account holder

$14

$10,751-99.9%

$7,890-99.8%

$11,601-99.9%

EMPLOYEE BENEFIT PLAN OF SERVICE PRINTERS HAWAII, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SERVICE PRINTERS HAWAII, INC.

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