Retirement plan

HONOLULU CIVIL BEAT 401K PLAN

Name: HONOLULU CIVIL BEAT - HONOLULU CIVIL BEAT 401K PLAN (2018) Form 5500
Creator: HONOLULU CIVIL BEAT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HONOLULU CIVIL BEAT 401K PLAN, HONOLULU CIVIL BEAT

HONOLULU CIVIL BEATEIN 81-2803662Plan #001PY 2018

720 UNIVERSITY AVE SUITE 200 - LOS GATOS, CA 95032408-358-3316

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$465K

No prior year

Total participants

No prior year

Average account balance

$22,121

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,370 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,370 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.44M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$443K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16742

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

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

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

$22,121

$97,027-77.2%

$83,323-73.5%

$135,382-83.7%

Participation rate

90.5%

80.4%+10.1pp

77.8%+12.7pp

82.6%+7.8pp

Annual return

0.00%

12.31%-12.3pp

10.63%-10.6pp

519.77%-519.8pp

Employer contribution / active EE

$2,774

$4,143-33.0%

$3,379-17.9%

$4,779-42.0%

Participant deferral / active EE

$4,965

$5,964-16.8%

$5,565-10.8%

$5,609-11.5%

Admin fee / account holder

$8,427-100.0%

$7,539-100.0%

$10,829-100.0%

HONOLULU CIVIL BEAT 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HONOLULU CIVIL BEAT 401K 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