Retirement plan

DE SOUSA HUGHES 401(K) PLAN

Name: DE SOUSA HUGHES, LLC - DE SOUSA HUGHES 401(K) PLAN (2017) Form 5500
Creator: DE SOUSA HUGHES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DE SOUSA HUGHES 401(K) PLAN, DE SOUSA HUGHES, LLC

DE SOUSA HUGHES, LLCEIN 94-3321597Plan #001PY 2017

2 HENRY ADAMS STREET, SUITE 220 - SAN FRANCISCO, CA 94103415-626-6883desousahughes.comLinkedIn11-50 employeesfurniture

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$318K

+112.3% from 2016

Total participants

-9.5% from 2016

Average account balance

$18,709

+162.3% from 2016

Annual return

26.30%

+26.30 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

161.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$321K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9250

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$11K

$806 / participant

Other / not subdivided$11K100.0%

% of EOY assets

3.546%

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

$18,709

$144,130-87.0%

$117,861-84.1%

$147,586-87.3%

Participation rate

85.7%

83.4%+2.3pp

79.7%+6.0pp

82.8%+2.9pp

Annual return

26.30%

531.20%-504.9pp

335.11%-308.8pp

578.59%-552.3pp

Employer contribution / active EE

$2,667

$4,897-45.5%

$3,786-29.6%

$4,876-45.3%

Participant deferral / active EE

$7,310

$5,316+37.5%

$4,482+63.1%

$5,439+34.4%

Admin fee / account holder

$663

$10,887-93.9%

$8,021-91.7%

$10,886-93.9%

DE SOUSA HUGHES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DE SOUSA HUGHES 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