Retirement plan

BAYS LUNG ROSE & HOLMA 401K RETIREMENT PLAN

Name: BAYS LUNG ROSE & HOLMA - BAYS LUNG ROSE & HOLMA 401K RETIREMENT PLAN (2016) Form 5500
Creator: BAYS LUNG ROSE & HOLMA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYS LUNG ROSE & HOLMA 401K RETIREMENT PLAN, BAYS LUNG ROSE & HOLMA

BAYS LUNG ROSE & HOLMAEIN 99-0243681Plan #006PY 2016

700 BISHOP STREET, SUITE 900 - HONOLULU, HI 96813808-523-9000

Other plans on this EIN

1 filing

#005Retirement-$6.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$803K

No prior year

Total participants

No prior year

Average account balance

$44,613

No prior year

Annual return

5.97%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

54.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2986

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 codes2E2H2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$38 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.146%

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

$44,613

$76,551-41.7%

$123,894-64.0%

$62,881-29.1%

Participation rate

45.2%

73.0%-27.8pp

81.4%-36.2pp

69.3%-24.1pp

Annual return

5.97%

18.68%-12.7pp

47.52%-41.5pp

20.14%-14.2pp

Employer contribution / active EE

$2,882-100.0%

$4,617-100.0%

$2,281-100.0%

Participant deferral / active EE

$2,151

$4,840-55.5%

$5,984-64.0%

$3,203-32.8%

Admin fee / account holder

$65

$4,826-98.7%

$8,357-99.2%

$4,296-98.5%

BAYS LUNG ROSE & HOLMA 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAYS LUNG ROSE & HOLMA 401K RETIREMENT 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