Retirement plan

H & H AUTOMOTIVE PROFIT SHARING PLAN

Name: H & H AUTOMOTIVE LLC - H & H AUTOMOTIVE PROFIT SHARING PLAN (2015) Form 5500
Creator: H & H AUTOMOTIVE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & H AUTOMOTIVE PROFIT SHARING PLAN, H & H AUTOMOTIVE LLC

H & H AUTOMOTIVE LLCEIN 26-1424298Plan #002PY 2015

4645 SOUTH 84TH STREET - OMAHA, NE 68127402-596-2747

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.6M

No prior year

Total participants

162

No prior year

Average account balance

$33,917

No prior year

Annual return

-3.45%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.09M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

383

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.

61.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.69M

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

+15.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$194

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$30,271
BENEFIT PLANS ADMIN SERVICES, INC.1+ years Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130	Contract Administrator	$10,020

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HSMC ORIZON LLC
Auditor EIN: 453576904
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,917

$39,245-13.6%

$64,105-47.1%

$52,331-35.2%

Participation rate

83.4%

58.2%+25.2pp

68.2%+15.3pp

68.1%+15.3pp

Annual return

-3.45%

14.79%-18.2pp

791.24%-794.7pp

4.54%-8.0pp

Employer contribution / active EE

$260

$736-64.7%

$1,820-85.7%

$1,882-86.2%

Participant deferral / active EE

$2,674

$1,992+34.3%

$2,822-5.2%

$3,022-11.5%

Admin fee / account holder

$592-100.0%

$4,499-100.0%

$592-100.0%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$30,271

BENEFIT PLANS ADMIN SERVICES, INC.1+ years

Filed as: BENEFIT PLANS INC

Service code 13

16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130

Contract Administrator

$10,020

H & H AUTOMOTIVE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

H & H AUTOMOTIVE PROFIT SHARING 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