Retirement plan

AYI, INC. DBA ALLAN INOUYE APPRAISALS 401(K) PROFIT SHARING PLAN

Name: AYI, INC. DBA ALLAN INOUYE APPRAISALS - AYI, INC. DBA ALLAN INOUYE APPRAISALS 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: AYI, INC. DBA ALLAN INOUYE APPRAISALS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AYI, INC. DBA ALLAN INOUYE APPRAISALS 401(K) PROFIT SHARING PLAN, AYI, INC. DBA ALLAN INOUYE APPRAISALS

AYI, INC. DBA ALLAN INOUYE APPRAISALSEIN 99-0245694Plan #001PY 2015

P.O. BOX 240540 - HONOLULU, HI 968240540808-485-8483

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$110K

No prior year

Total participants

No prior year

Average account balance

$55,135

No prior year

Annual return

0.11%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$449K

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2896

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 codes2E2G2J3D

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.
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

OpportunityLow participant contribution
Participant contribution per participant 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

$55,135

$197,819-72.1%

$155,789-64.6%

$125,388-56.0%

Participation rate

100.0%

82.1%+17.9pp

76.1%+23.9pp

83.2%+16.8pp

Annual return

0.11%

86.73%-86.6pp

71.54%-71.4pp

282.24%-282.1pp

Employer contribution / active EE

$11,250

$4,850+131.9%

$3,839+193.1%

$4,866+131.2%

Participant deferral / active EE

$5,631-100.0%

$4,798-100.0%

$5,352-100.0%

Admin fee / account holder

$9,544-100.0%

$7,477-100.0%

$9,541-100.0%

AYI, INC. DBA ALLAN INOUYE APPRAISALS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AYI, INC. DBA ALLAN INOUYE APPRAISALS 401(K) PROFIT SHARING 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