Retirement plan

CHANTAVY OHANA ALLIANCE RETIREMENT PLAN

Name: CHANTAVY OHANA ALLIANCE, INC - CHANTAVY OHANA ALLIANCE RETIREMENT PLAN (2016) Form 5500
Creator: CHANTAVY OHANA ALLIANCE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHANTAVY OHANA ALLIANCE RETIREMENT PLAN, CHANTAVY OHANA ALLIANCE, INC

CHANTAVY OHANA ALLIANCE, INCEIN 81-1592954Plan #001PY 2016

92-1282 HUNEKAI STREET - KAPOLEI, HI 96707808-672-6192

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$775,137

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,255 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,255 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$737K

Not enough data

1 years with asset history on file

Average account balance

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

$368K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26487

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$50

$25 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.003%

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

$775,137

$88,583+775.0%

$88,497+775.9%

$273,972+182.9%

Participation rate

100.0%

83.5%+16.5pp

82.4%+17.6pp

83.0%+17.0pp

Annual return

0.00%

5.68%-5.7pp

7.63%-7.6pp

41.46%-41.5pp

Employer contribution / active EE

$4,502-100.0%

$4,036-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,891-100.0%

$4,899-100.0%

$5,287-100.0%

Admin fee / account holder

$25

$8,980-99.7%

$6,220-99.6%

$10,133-99.8%

CHANTAVY OHANA ALLIANCE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHANTAVY OHANA ALLIANCE 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