Retirement plan

STEVEN S. SAITO, INC. 401(K) PROFIT SHARING PLAN

Name: STEVEN S. SAITO, INC. - STEVEN S. SAITO, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: STEVEN S. SAITO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN S. SAITO, INC. 401(K) PROFIT SHARING PLAN, STEVEN S. SAITO, INC.

STEVEN S. SAITO, INC.EIN 99-0197727Plan #002PY 2017

1314 S. KING ST., STE. 750 - HONOLULU, HI 968141980808-591-2941

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1M

+7.4% from 2016

Total participants

0.0% from 2016

Average account balance

$339,600

+7.4% from 2016

Annual return

6.97%

+12.16 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)

$709K

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

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$792

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74439

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 codes2E2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$27K

$9005 / participant

Other / not subdivided$27K100.0%

% of EOY assets

2.652%

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

$339,600

$232,540+46.0%

$185,117+83.5%

$147,586+130.1%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

6.97%

43.03%-36.1pp

40.50%-33.5pp

578.59%-571.6pp

Employer contribution / active EE

$2,333

$5,195-55.1%

$4,182-44.2%

$4,876-52.2%

Participant deferral / active EE

$8,000

$5,834+37.1%

$5,045+58.6%

$5,439+47.1%

Admin fee / account holder

$9,005

$10,275-12.4%

$8,159+10.4%

$10,886-17.3%

STEVEN S. SAITO, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVEN S. SAITO, 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