Retirement plan

3 HAPA HAOLES 401(K) PLAN

Name: 3 HAPA HAOLES - 3 HAPA HAOLES 401(K) PLAN (2019) Form 5500
Creator: 3 HAPA HAOLES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 3 HAPA HAOLES 401(K) PLAN, 3 HAPA HAOLES

3 HAPA HAOLESEIN 75-3012136Plan #002PY 2019

3195 ROSSINI PLACE - TOPANGA, CA 90290818-346-7840

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+22.7% from 2018

Total participants

+25.0% from 2018

Average account balance

$256,830

-1.8% from 2018

Annual return

13.33%

+20.44 pp from 2018

Benchmarks

See 7,348 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,348 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$418K

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

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+6.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53007

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$256,830

$176,688+45.4%

$130,660+96.6%

$152,870+68.0%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.4%+17.6pp

Annual return

13.33%

2692.66%-2679.3pp

1709.13%-1695.8pp

345.34%-332.0pp

Employer contribution / active EE

$6,546

$5,743+14.0%

$4,092+60.0%

$4,763+37.4%

Participant deferral / active EE

$13,100

$4,362+200.3%

$3,603+263.6%

$5,850+123.9%

Admin fee / account holder

$7,131-100.0%

$5,463-100.0%

$11,597-100.0%

3 HAPA HAOLES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

3 HAPA HAOLES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion