Retirement plan

RICHARD L. HOGUE 401(K) PLAN

Name: RICHARD L. HOGUE - RICHARD L. HOGUE 401(K) PLAN (2015) Form 5500
Creator: RICHARD L. HOGUE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARD L. HOGUE 401(K) PLAN, RICHARD L. HOGUE

RICHARD L. HOGUEEIN 45-2532875Plan #001PY 2015

44690 W. LUX AVE. - DOS PALOS, CA 93620559-694-1134

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$63K

No prior year

Total participants

No prior year

Average account balance

$63,353

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$106K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

11.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1078

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 codes2J3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$117

$39 / participant

Other / not subdivided$117100.0%

% of EOY assets

0.185%

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

$63,353

$106,115-40.3%

$85,969-26.3%

$125,389-49.5%

Participation rate

33.3%

84.1%-50.7pp

76.5%-43.2pp

83.2%-49.9pp

Annual return

0.00%

13.93%-13.9pp

9.32%-9.3pp

282.24%-282.2pp

Employer contribution / active EE

$4,537-100.0%

$3,474-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,859-100.0%

$3,829-100.0%

$5,352-100.0%

Admin fee / account holder

$117

$8,144-98.6%

$6,053-98.1%

$9,541-98.8%

RICHARD L. HOGUE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICHARD L. HOGUE 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