Retirement plan

402 B THRIFT PLAN OF HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE

Name: HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE - 402 B THRIFT PLAN OF HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE (2017) Form 5500
Creator: HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 402 B THRIFT PLAN OF HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE, HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE

HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCEEIN 99-0235218Plan #001PY 2017

1164 BISHOP ST STE 1609 - HONOLULU, HI 968132816808-832-9316

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$157K

+8.1% from 2016

Total participants

+166.7% from 2016

Average account balance

$19,668

-18.9% from 2016

Annual return

63.85%

+53.55 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$139K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4537

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 codes2F2T

Plan features

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).
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

$103K

$51642 / participant

Other / not subdivided$103K100.0%

% of EOY assets

65.641%

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

$19,668

$101,063-80.5%

$81,473-75.9%

$147,586-86.7%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

63.85%

32.41%+31.4pp

38.78%+25.1pp

578.59%-514.7pp

Employer contribution / active EE

$4,515

$3,206+40.8%

$2,568+75.8%

$4,876-7.4%

Participant deferral / active EE

$6,475

$4,242+52.6%

$3,537+83.1%

$5,439+19.0%

Admin fee / account holder

$12,910

$5,812+122.1%

$4,561+183.0%

$10,886+18.6%

402 B THRIFT PLAN OF HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

402 B THRIFT PLAN OF HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE

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