Retirement plan

MAEHARA EYE SURGERY & LASER, LLC. 401(K) PLAN

Name: MAEHARA EYE SURGERY & LASER, LLC. - MAEHARA EYE SURGERY & LASER, LLC. 401(K) PLAN (2015) Form 5500
Creator: MAEHARA EYE SURGERY & LASER, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAEHARA EYE SURGERY & LASER, LLC. 401(K) PLAN, MAEHARA EYE SURGERY & LASER, LLC.

MAEHARA EYE SURGERY & LASER, LLC.EIN 26-3970659Plan #002PY 2015

1441 KAPIOLANI BLVD STE 1419 - HONOLULU, HI 968144407808-782-5594maeharaeyes.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$394K

No prior year

Total participants

No prior year

Average account balance

$78,818

No prior year

Annual return

-0.06%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$795K

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$844

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

+0.00%

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$200K

$40000 / participant

Other / not subdivided$200K100.0%

% of EOY assets

50.750%

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

$78,818

$168,635-53.3%

$147,617-46.6%

$125,389-37.1%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-0.06%

77.65%-77.7pp

61.98%-62.0pp

282.24%-282.3pp

Employer contribution / active EE

$7,267

$6,252+16.2%

$5,564+30.6%

$4,866+49.3%

Participant deferral / active EE

$8,400

$5,507+52.5%

$4,895+71.6%

$5,352+57.0%

Admin fee / account holder

$40,000

$13,580+194.5%

$11,612+244.5%

$9,541+319.3%

MAEHARA EYE SURGERY & LASER, LLC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAEHARA EYE SURGERY & LASER, LLC. 401(K) 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