Retirement plan

BALLET HAWAII 401K RETIREMENT PLAN

Name: BALLET HAWAII - BALLET HAWAII 401K RETIREMENT PLAN (2017) Form 5500
Creator: BALLET HAWAII
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BALLET HAWAII 401K RETIREMENT PLAN, BALLET HAWAII

BALLET HAWAIIEIN 99-0163014Plan #001PY 2017

777 S. HOTEL STREET, SUITE 101 - HONOLULU, HI 96813808-521-8600ballethawaii.orgLinkedIn11-50 employeesperforming arts

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$461K

+25.1% from 2016

Total participants

0.0% from 2016

Average account balance

$51,211

+11.2% from 2016

Annual return

11.76%

+8.20 pp from 2016

Benchmarks

See 2,508 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,508 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$576K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

22.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+18.49%

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$51,211

$46,877+9.2%

$122,354-58.1%

$70,126-27.0%

Participation rate

24.1%

58.2%-34.1pp

71.6%-47.5pp

69.5%-45.4pp

Annual return

11.76%

24.22%-12.5pp

30.28%-18.5pp

73.15%-61.4pp

Employer contribution / active EE

$1,288-100.0%

$4,051-100.0%

$2,343-100.0%

Participant deferral / active EE

$1,699

$2,167-21.6%

$3,287-48.3%

$3,332-49.0%

Admin fee / account holder

$3,324-100.0%

$5,479-100.0%

$4,645-100.0%

BALLET HAWAII 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BALLET HAWAII 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion