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 (2017) 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 2017

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$11M

+17.1% from 2016

Total participants

165

+21.3% from 2016

Average account balance

$68,753

-7.1% from 2016

Annual return

15.80%

+6.15 pp from 2016

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2017

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 INSURANCE2 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$31,786

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$32K

$276 / participant

Contract admin$32K100.0%

% of EOY assets

0.289%

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
Auditor EIN: 911301672
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,753

$51,466+33.6%

$78,778-12.7%

$62,293+10.4%

Participation rate

95.7%

59.8%+35.9pp

69.2%+26.5pp

69.5%+26.1pp

Annual return

15.80%

19.96%-4.2pp

35.62%-19.8pp

28.90%-13.1pp

Employer contribution / active EE

$1,607

$827+94.2%

$1,986-19.1%

$2,042-21.3%

Participant deferral / active EE

$3,049

$2,147+42.0%

$2,958+3.1%

$3,169-3.8%

Admin fee / account holder

$199

$489-59.4%

$5,134-96.1%

$479-58.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$31,786

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