Retirement plan

HAIGHT FUNERAL HOME & CHAPEL, P.A. PROFIT SHARING PLAN & TRUST

Name: HAIGHT FUNERAL HOME & CHAPEL, P.A. - HAIGHT FUNERAL HOME & CHAPEL, P.A. PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: HAIGHT FUNERAL HOME & CHAPEL, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAIGHT FUNERAL HOME & CHAPEL, P.A. PROFIT SHARING PLAN & TRUST, HAIGHT FUNERAL HOME & CHAPEL, P.A.

HAIGHT FUNERAL HOME & CHAPEL, P.A.EIN 52-1368222Plan #002PY 2018

6416 SYKESVILLE ROAD - SYKESVILLE, MD 21784410-781-4700haightfuneralhome.comLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+1.8% from 2017

Total participants

0.0% from 2017

Average account balance

$197,608

+1.8% from 2017

Annual return

-2.41%

-9.18 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.16M

Not enough data

1 years with asset history on file

Average account balance

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

$361K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3461

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

$5K

$784 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.397%

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

$197,608

$90,607+118.1%

$79,467+148.7%

$135,380+46.0%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-2.41%

977.74%-980.1pp

718.30%-720.7pp

519.81%-522.2pp

Employer contribution / active EE

$2,817

$3,068-8.2%

$2,800+0.6%

$4,779-41.0%

Participant deferral / active EE

$6,063

$4,050+49.7%

$3,704+63.7%

$5,609+8.1%

Admin fee / account holder

$784

$5,895-86.7%

$5,104-84.6%

$10,828-92.8%

HAIGHT FUNERAL HOME & CHAPEL, P.A. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAIGHT FUNERAL HOME & CHAPEL, P.A. PROFIT SHARING 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