Retirement plan

KAUAI VACATION RENTALS & REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN

Name: KAUAI VACATION RENTALS & REAL ESTATE, INC. - KAUAI VACATION RENTALS & REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: KAUAI VACATION RENTALS & REAL ESTATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAUAI VACATION RENTALS & REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN, KAUAI VACATION RENTALS & REAL ESTATE, INC.

KAUAI VACATION RENTALS & REAL ESTATE, INC.EIN 99-0195178Plan #001PY 2017

3-3311 KUHIO HWY - LIHUE, HI 967661040808-245-8841kauaivacationrentals.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+1.0% from 2016

Total participants

0.0% from 2016

Average account balance

$53,669

+1.0% from 2016

Annual return

10.11%

+0.40 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

117.6%

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

$3K

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

+8.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1404

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 codes2E3D2J

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.
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

$154K

$8536 / participant

Other / not subdivided$154K100.0%

% of EOY assets

13.633%

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

$53,669

$232,540-76.9%

$185,117-71.0%

$147,586-63.6%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

10.11%

43.03%-32.9pp

40.50%-30.4pp

578.59%-568.5pp

Employer contribution / active EE

$1,495

$5,195-71.2%

$4,182-64.2%

$4,876-69.3%

Participant deferral / active EE

$1,195

$5,834-79.5%

$5,045-76.3%

$5,439-78.0%

Admin fee / account holder

$7,317

$10,275-28.8%

$8,159-10.3%

$10,886-32.8%

KAUAI VACATION RENTALS & REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAUAI VACATION RENTALS & REAL ESTATE, INC. 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