Retirement plan

WAIKIKI RESORT HOTEL, INC. 401(K) RETIREMENT PLAN

Name: WAIKIKI RESORT HOTEL, INC. - WAIKIKI RESORT HOTEL, INC. 401(K) RETIREMENT PLAN (2020) Form 5500
Creator: WAIKIKI RESORT HOTEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAIKIKI RESORT HOTEL, INC. 401(K) RETIREMENT PLAN, WAIKIKI RESORT HOTEL, INC.

WAIKIKI RESORT HOTEL, INC.EIN 99-0156943Plan #001PY 2020

2460 KOA AVENUE - HONOLULU, HI 96815808-922-4911waikikiresort.comLinkedIn51-200 employeeshospitality

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$786K

+5.3% from 2019

Total participants

-6.7% from 2019

Average account balance

$56,168

+12.8% from 2019

Annual return

6.97%

-12.61 pp from 2019

Benchmarks

See 8,281 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,281 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$819K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72230

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 codes2E2F2G2J3D

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.
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

$95K

$7888 / participant

Other / not subdivided$95K100.0%

% of EOY assets

12.037%

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

$56,168

$108,226-48.1%

$77,513-27.5%

$158,950-64.7%

Participation rate

100.0%

64.4%+35.6pp

54.2%+45.8pp

82.0%+18.0pp

Annual return

6.97%

31.67%-24.7pp

54.81%-47.8pp

302.91%-295.9pp

Employer contribution / active EE

$5,593

$1,325+322.1%

$987+466.9%

$4,762+17.5%

Participant deferral / active EE

$708

$2,456-71.2%

$1,861-61.9%

$5,983-88.2%

Admin fee / account holder

$6,761

$3,710+82.3%

$2,859+136.5%

$11,248-39.9%

WAIKIKI RESORT HOTEL, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAIKIKI RESORT HOTEL, INC. 401(K) RETIREMENT 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