Retirement plan

HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP 401(K)PLAN AND TRUST

Name: HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP - HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP 401(K)PLAN AND TRUST (2016) Form 5500
Creator: HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP 401(K)PLAN AND TRUST, HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP

HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLPEIN 27-2493921Plan #001PY 2016

6243 IH 10 WEST, SUITE 601 - SAN ANTONIO, TX 78201210-224-9991hfdlaw.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+27.2% from 2015

Total participants

0.0% from 2015

Average account balance

$70,359

+19.2% from 2015

Annual return

11.27%

+11.47 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.12M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

126.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$242K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1110

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 codes2E2J2F2G2R3D3B

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$53K

$2304 / participant

Other / not subdivided$53K100.0%

% of EOY assets

2.353%

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

$70,359

$135,956-48.2%

$123,894-43.2%

$273,972-74.3%

Participation rate

95.7%

84.1%+11.6pp

81.4%+14.2pp

83.0%+12.6pp

Annual return

11.27%

56.63%-45.4pp

47.52%-36.2pp

41.46%-30.2pp

Employer contribution / active EE

$5,481

$5,170+6.0%

$4,617+18.7%

$4,869+12.6%

Participant deferral / active EE

$8,096

$6,343+27.6%

$5,984+35.3%

$5,287+53.1%

Admin fee / account holder

$1,656

$9,817-83.1%

$8,357-80.2%

$10,133-83.7%

HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP 401(K)PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOBLIT DARLING RALLS HERNANDEZ & HUDLOW, LLP 401(K)PLAN AND TRUST

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