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 (2018) 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 2018

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$10.3M

-5.9% from 2017

Total participants

172

+4.2% from 2017

Average account balance

$60,519

-12.0% from 2017

Annual return

-5.49%

-21.29 pp from 2017

Benchmarks

See 2,219 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,219 peers

Snapshot2018

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 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$36,000
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004	Accounting	$9,500

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

$46K

$406 / participant

Contract admin$46K100.0%

% of EOY assets

0.440%

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

$60,519

$42,548+42.2%

$74,552-18.8%

$56,287+7.5%

Participation rate

99.1%

60.5%+38.6pp

69.1%+30.0pp

69.9%+29.3pp

Annual return

-5.49%

12.40%-17.9pp

32.53%-38.0pp

-9.96%+4.5pp

Employer contribution / active EE

$1,583

$855+85.1%

$1,961-19.3%

$2,111-25.0%

Participant deferral / active EE

$3,095

$2,277+35.9%

$3,108-0.4%

$3,350-7.6%

Admin fee / account holder

$266

$467-43.0%

$5,060-94.7%

$521-48.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$36,000

SWEENEY CONRAD, P.S.1 year

Filed as: SWEENEY CONRAD P S

Service code 10

2606 116TH AVE STE 200 · BELLEVUE, WA 98004

Accounting

$9,500

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