Retirement plan

HAIGHT BEY 401K PLAN & TRUST

Name: HAIGHT BEY & ASSOCIATES, LLC - HAIGHT BEY 401K PLAN & TRUST (2019) Form 5500
Creator: HAIGHT BEY & ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAIGHT BEY 401K PLAN & TRUST, HAIGHT BEY & ASSOCIATES, LLC

HAIGHT BEY & ASSOCIATES, LLCEIN 47-4414235Plan #001PY 2019

1972 W 2550 S STE A - WEST HAVEN, UT 844011006801-948-9504haightbey.comLinkedIn11-50 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$242K

+60.3% from 2018

Total participants

+37.5% from 2018

Average account balance

$22,037

+16.6% from 2018

Annual return

12.13%

+19.52 pp from 2018

Benchmarks

See 21,381 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,381 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$600K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+6.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5031

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 codes2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$205 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.929%

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

$22,037

$103,387-78.7%

$87,102-74.7%

$152,885-85.6%

Participation rate

100.0%

79.4%+20.6pp

76.9%+23.1pp

82.5%+17.5pp

Annual return

12.13%

28.10%-16.0pp

28.19%-16.1pp

345.39%-333.3pp

Employer contribution / active EE

$3,221-100.0%

$2,521-100.0%

$4,763-100.0%

Participant deferral / active EE

$6,625

$4,778+38.6%

$4,048+63.6%

$5,851+13.2%

Admin fee / account holder

$205

$12,193-98.3%

$7,491-97.3%

$11,598-98.2%

HAIGHT BEY 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAIGHT BEY 401K PLAN & 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