Retirement plan

EVEREST HOLDINGS 401(K) PLAN

Name: EVEREST HOLDINGS - EVEREST HOLDINGS 401(K) PLAN (2016) Form 5500
Creator: EVEREST HOLDINGS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVEREST HOLDINGS 401(K) PLAN, EVEREST HOLDINGS

EVEREST HOLDINGSEIN 27-0038809Plan #101PY 2016

4040 WEST EARHART WAY - CHANDLER, AZ 85226480-894-5333everestholdings.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$446K

+27.7% from 2015

Total participants

0.0% from 2015

Average account balance

$63,684

+27.7% from 2015

Annual return

5.01%

+7.97 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1659

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 codes2T2J2F2G3D

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.
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.
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

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

$7K

$883 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.585%

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

$63,684

$215,361-70.4%

$171,082-62.8%

$273,972-76.8%

Participation rate

75.0%

82.0%-7.0pp

76.7%-1.7pp

83.0%-8.0pp

Annual return

5.01%

25.14%-20.1pp

32.56%-27.6pp

41.46%-36.4pp

Employer contribution / active EE

$4,967-100.0%

$4,002-100.0%

$4,869-100.0%

Participant deferral / active EE

$9,915

$5,543+78.9%

$4,797+106.7%

$5,287+87.5%

Admin fee / account holder

$1,010

$10,846-90.7%

$8,520-88.2%

$10,133-90.0%

EVEREST HOLDINGS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVEREST HOLDINGS 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