Retirement plan

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST

Name: HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST - HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST, HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUSTEIN 93-0902601Plan #001PY 2021

P.O. BOX 458 - PILOT ROCK, OR 97868541-443-7401

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+29.8% from 2020

Total participants

+12.5% from 2020

Average account balance

$148,002

+29.8% from 2020

Annual return

29.58%

+17.07 pp from 2020

Benchmarks

See 44,702 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,702 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22422

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$35K

$4368 / participant

Other / not subdivided$35K100.0%

% of EOY assets

2.951%

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

$148,002

$124,330+19.0%

$109,173+35.6%

$167,536-11.7%

Participation rate

87.5%

79.5%+8.0pp

75.9%+11.6pp

82.1%+5.4pp

Annual return

29.58%

26.04%+3.5pp

25.75%+3.8pp

478.82%-449.2pp

Employer contribution / active EE

$1,471

$4,209-65.0%

$3,723-60.5%

$4,839-69.6%

Participant deferral / active EE

$3,125

$5,256-40.6%

$4,654-32.9%

$6,342-50.7%

Admin fee / account holder

$4,368

$7,974-45.2%

$6,755-35.3%

$12,315-64.5%

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST

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