Retirement plan

HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER 401(K) PLAN

Name: HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER - HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER 401(K) PLAN (2016) Form 5500
Creator: HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER 401(K) PLAN, HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER

HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTEREIN 91-1088631Plan #001PY 2016

13291 SE 36TH STREET - BELLEVUE, WA 98006425-649-1434

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.4M

+13.0% from 2015

Total participants

136

+3.8% from 2015

Average account balance

$73,983

+15.6% from 2015

Annual return

9.64%

+10.71 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.60M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

140

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.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$458K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$361

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
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$23,621

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$24K

$209 / participant

Contract admin$24K100.0%

% of EOY assets

0.251%

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: SWEENEY CONRAD, P.S.
Auditor EIN: 911301672
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,983

$42,546+73.9%

$71,796+3.0%

$55,167+34.1%

Participation rate

92.0%

59.1%+32.9pp

69.1%+22.9pp

69.0%+23.0pp

Annual return

9.64%

12.36%-2.7pp

78.04%-68.4pp

169.23%-159.6pp

Employer contribution / active EE

$1,723

$803+114.5%

$1,924-10.4%

$1,963-12.2%

Participant deferral / active EE

$2,057

$2,064-0.3%

$2,794-26.4%

$3,054-32.6%

Admin fee / account holder

$186

$650-71.4%

$4,815-96.1%

$504-63.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$23,621

HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER 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