Retirement plan

HONEYMOONS, INC 401K PLAN

Name: HONEYMOONS, INC. - HONEYMOONS, INC 401K PLAN (2017) Form 5500
Creator: HONEYMOONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HONEYMOONS, INC 401K PLAN, HONEYMOONS, INC.

HONEYMOONS, INC.EIN 58-2357331Plan #001PY 2017

2070 BUFORD HWY, SUITE 1 - BUFORD, GA 305186004770-831-1800honeymoonsinc.comLinkedIn11-50 employeesleisure, travel & tourism

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$288K

+26.4% from 2016

Total participants

+20.0% from 2016

Average account balance

$57,554

+26.4% from 2016

Annual return

19.85%

+13.18 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$406K

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3911

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$50

$8 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.017%

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

$57,554

$165,939-65.3%

$122,354-53.0%

$147,586-61.0%

Participation rate

83.3%

79.6%+3.8pp

71.6%+11.7pp

82.8%+0.5pp

Annual return

19.85%

34.56%-14.7pp

30.28%-10.4pp

578.59%-558.7pp

Employer contribution / active EE

$1,081

$5,754-81.2%

$4,051-73.3%

$4,876-77.8%

Participant deferral / active EE

$1,421

$4,005-64.5%

$3,287-56.8%

$5,439-73.9%

Admin fee / account holder

$10

$7,425-99.9%

$5,479-99.8%

$10,886-99.9%

HONEYMOONS, INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HONEYMOONS, INC 401K 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