Retirement plan

DON HEWLETT CHEVROLET BUICK, INC EMPLOYEE RETIREMENT PLAN

Name: DON HEWLETT CHEVROLET BUICK, INC - DON HEWLETT CHEVROLET BUICK, INC EMPLOYEE RETIREMENT PLAN (2015) Form 5500
Creator: DON HEWLETT CHEVROLET BUICK, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DON HEWLETT CHEVROLET BUICK, INC EMPLOYEE RETIREMENT PLAN, DON HEWLETT CHEVROLET BUICK, INC

DON HEWLETT CHEVROLET BUICK, INCEIN 74-1603623Plan #003PY 2015

P.O. BOX 799 - GEORGETOWN, TX 78627512-681-3033donhewlett.comLinkedIn201-500 employeesautomotive

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

116

No prior year

Average account balance

$37,957

No prior year

Annual return

0.20%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.40M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

443

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.31M

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

+10.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$256

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$1,740

Plan features & details

Pension benefit codes2E2F2G2J3D2T

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$16 / participant

Contract admin$2K100.0%

% of EOY assets

0.073%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,957

$39,245-3.3%

$64,105-40.8%

$52,331-27.5%

Participation rate

50.5%

58.2%-7.8pp

68.2%-17.7pp

68.1%-17.6pp

Annual return

0.20%

14.79%-14.6pp

791.24%-791.0pp

4.54%-4.3pp

Employer contribution / active EE

$736-100.0%

$1,820-100.0%

$1,882-100.0%

Participant deferral / active EE

$2,191

$1,992+10.0%

$2,822-22.4%

$3,022-27.5%

Admin fee / account holder

$28

$592-95.3%

$4,499-99.4%

$592-95.3%

Provider

Service type

Compensation

ASCENSUS LLC1+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$1,740

DON HEWLETT CHEVROLET BUICK, INC EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DON HEWLETT CHEVROLET BUICK, INC EMPLOYEE RETIREMENT 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