Retirement plan

HIGH WIND HOSPITALITY, LLC 401(K) PLAN

Name: HIGH WIND HOSPITALITY, LLC - HIGH WIND HOSPITALITY, LLC 401(K) PLAN (2019) Form 5500
Creator: HIGH WIND HOSPITALITY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HIGH WIND HOSPITALITY, LLC 401(K) PLAN, HIGH WIND HOSPITALITY, LLC

HIGH WIND HOSPITALITY, LLCEIN 82-1978987Plan #001PY 2019

11504 TOPEKA AVENUE - LUBBOCK, TX 79424254-405-3120

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$157K

+209.6% from 2018

Total participants

+27.3% from 2018

Average account balance

$11,237

+143.3% from 2018

Annual return

35.79%

+35.79 pp from 2018

Benchmarks

See 7,711 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,711 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$897K

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.

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.

141.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$191K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$815

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 codes2E2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$101 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.899%

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

$11,237

$108,701-89.7%

$74,723-85.0%

$152,909-92.7%

Participation rate

100.0%

65.4%+34.6pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

35.79%

114.12%-78.3pp

753.18%-717.4pp

345.46%-309.7pp

Employer contribution / active EE

$1,867

$1,504+24.1%

$1,084+72.2%

$4,764-60.8%

Participant deferral / active EE

$4,543

$2,709+67.7%

$1,962+131.6%

$5,851-22.4%

Admin fee / account holder

$101

$4,906-97.9%

$3,335-97.0%

$11,601-99.1%

HIGH WIND HOSPITALITY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HIGH WIND HOSPITALITY, LLC 401(K) 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