Retirement plan

A-1 A-LECTRICIAN, INC. PROFIT SHARING PLAN

Name: A-1 A-LECTRICIAN, INC. - A-1 A-LECTRICIAN, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: A-1 A-LECTRICIAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A-1 A-LECTRICIAN, INC. PROFIT SHARING PLAN, A-1 A-LECTRICIAN, INC.

A-1 A-LECTRICIAN, INC.EIN 99-0109925Plan #003PY 2018

2849 KAIHIKAPU STREET - HONOLULU, HI 968192011808-839-2771a-1-a.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+13.1% from 2017

Total participants

+4.3% from 2017

Average account balance

$103,210

+13.1% from 2017

Annual return

7.82%

-8.48 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.26M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

119.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+51.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29665

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 codes2E2H2F

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

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

$49K

$2556 / participant

Other / not subdivided$49K100.0%

% of EOY assets

2.046%

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

$103,210

$97,732+5.6%

$83,831+23.1%

$135,380-23.8%

Participation rate

94.7%

80.0%+14.8pp

76.1%+18.6pp

82.6%+12.1pp

Annual return

7.82%

1287.56%-1279.7pp

850.99%-843.2pp

519.81%-512.0pp

Employer contribution / active EE

$7,895

$4,222+87.0%

$3,631+117.4%

$4,779+65.2%

Participant deferral / active EE

$4,683-100.0%

$4,082-100.0%

$5,609-100.0%

Admin fee / account holder

$2,111

$6,675-68.4%

$5,479-61.5%

$10,828-80.5%

A-1 A-LECTRICIAN, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A-1 A-LECTRICIAN, INC. PROFIT SHARING 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