Retirement plan

SHERMAN SHIRAISHI, AAL, ALC 401(K) PROFIT SHARING PLAN

Name: SHERMAN SHIRAISHI, AAL, ALC - SHERMAN SHIRAISHI, AAL, ALC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SHERMAN SHIRAISHI, AAL, ALC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHERMAN SHIRAISHI, AAL, ALC 401(K) PROFIT SHARING PLAN, SHERMAN SHIRAISHI, AAL, ALC

SHERMAN SHIRAISHI, AAL, ALCEIN 99-0158062Plan #003PY 2018

2403 ULU MAIKA ST - LIHUE, HI 96766808-245-1651LinkedIn1-10 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$884K

-1.7% from 2017

Total participants

+16.7% from 2017

Average account balance

$126,300

-15.8% from 2017

Annual return

-9.08%

-21.92 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$344K

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

$71K

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

+17.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$10K

$1628 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.105%

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

$126,300

$211,946-40.4%

$169,452-25.5%

$135,380-6.7%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-9.08%

3.26%-12.3pp

1.83%-10.9pp

519.81%-528.9pp

Employer contribution / active EE

$1,655

$5,117-67.7%

$4,157-60.2%

$4,779-65.4%

Participant deferral / active EE

$9,350

$6,075+53.9%

$5,277+77.2%

$5,609+66.7%

Admin fee / account holder

$1,395

$11,472-87.8%

$9,110-84.7%

$10,828-87.1%

SHERMAN SHIRAISHI, AAL, ALC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHERMAN SHIRAISHI, AAL, ALC 401(K) 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