Retirement plan

CHICK-FIL-A 851-2095 401(K) PLAN

Name: W.E. HASSLER ENTERPRISE, INC. - CHICK-FIL-A 851-2095 401(K) PLAN (2016) Form 5500
Creator: W.E. HASSLER ENTERPRISE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICK-FIL-A 851-2095 401(K) PLAN, W.E. HASSLER ENTERPRISE, INC.

W.E. HASSLER ENTERPRISE, INC.EIN 47-1869234Plan #001PY 2016

4700 S COOPER ST - ARLINGTON, TX 760175925817-465-6631

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$76K

+193.0% from 2015

Total participants

+2.8% from 2015

Average account balance

$9,471

+119.7% from 2015

Annual return

19.79%

+23.17 pp from 2015

Benchmarks

See 2,826 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,826 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$833K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

20.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1311

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 codes2E2F2G2J2T3D

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.
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

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

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

$9,471

$32,037-70.4%

$69,182-86.3%

$62,881-84.9%

Participation rate

21.6%

43.4%-21.8pp

55.1%-33.5pp

69.3%-47.7pp

Annual return

19.79%

15.16%+4.6pp

-21.93%+41.7pp

20.14%-0.4pp

Employer contribution / active EE

$570

$679-16.1%

$1,206-52.7%

$2,281-75.0%

Participant deferral / active EE

$640

$1,185-46.0%

$1,897-66.2%

$3,203-80.0%

Admin fee / account holder

$2,608-100.0%

$2,697-100.0%

$4,296-100.0%

CHICK-FIL-A 851-2095 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHICK-FIL-A 851-2095 401(K) 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