Retirement plan

H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN

Name: H & H TRANSPORT, INC. - H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: H & H TRANSPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN, H & H TRANSPORT, INC.

H & H TRANSPORT, INC.EIN 72-1385142Plan #002PY 2016

124 QUEENS LANE - SLIDELL, LA 70458985-643-3163hhtransportationinc.comLinkedIn1-10 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#001Retirement-$3.0M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$924K

+13.9% from 2015

Total participants

0.0% from 2015

Average account balance

$184,861

+13.9% from 2015

Annual return

1.72%

+5.02 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1829

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$8K

$1683 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.910%

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

$184,861

$83,337+121.8%

$67,834+172.5%

$273,972-32.5%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

1.72%

259.45%-257.7pp

138.47%-136.8pp

41.46%-39.7pp

Employer contribution / active EE

$10,188

$3,287+209.9%

$2,403+323.9%

$4,869+109.3%

Participant deferral / active EE

$9,600

$4,088+134.8%

$3,160+203.8%

$5,287+81.6%

Admin fee / account holder

$1,683

$6,752-75.1%

$4,622-63.6%

$10,133-83.4%

H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H & H TRANSPORT, INC. 401(K) PROFIT SHARING 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