Retirement plan

NADA, ONO, KAANEHE, LLP 401K RETIREMENT SAVINGS PLAN

Name: NADA, ONO, KAANEHE & SOLOMON, LLP - NADA, ONO, KAANEHE, LLP 401K RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: NADA, ONO, KAANEHE & SOLOMON, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NADA, ONO, KAANEHE, LLP 401K RETIREMENT SAVINGS PLAN, NADA, ONO, KAANEHE & SOLOMON, LLP

NADA, ONO, KAANEHE & SOLOMON, LLPEIN 99-0257184Plan #001PY 2016

1520 LILIHA STREET, SUITE 601 - HONOLULU, HI 968173564808-523-0445hikidney.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+11.2% from 2015

Total participants

+9.1% from 2015

Average account balance

$197,379

+35.9% from 2015

Annual return

7.23%

+7.77 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.63M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

153.3%

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

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

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

$198K

$8231 / participant

Other / not subdivided$198K100.0%

% of EOY assets

5.560%

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

$197,379

$181,896+8.5%

$156,551+26.1%

$273,972-28.0%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

7.23%

30.74%-23.5pp

32.23%-25.0pp

41.46%-34.2pp

Employer contribution / active EE

$7,796

$6,248+24.8%

$5,501+41.7%

$4,869+60.1%

Participant deferral / active EE

$5,704

$5,550+2.8%

$4,871+17.1%

$5,287+7.9%

Admin fee / account holder

$10,975

$15,560-29.5%

$13,028-15.8%

$10,133+8.3%

NADA, ONO, KAANEHE, LLP 401K RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NADA, ONO, KAANEHE, LLP 401K RETIREMENT SAVINGS 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