Retirement plan

SODERHOLM SALES & LEASING, INC. 401(K) RETIREMENT PLAN

Name: SODERHOLM SALES & LEASING, INC. - SODERHOLM SALES & LEASING, INC. 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: SODERHOLM SALES & LEASING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SODERHOLM SALES & LEASING, INC. 401(K) RETIREMENT PLAN, SODERHOLM SALES & LEASING, INC.

SODERHOLM SALES & LEASING, INC.EIN 99-0269439Plan #001PY 2017

P. O. BOX 19010 - HONOLULU, HI 96817808-834-1417

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.7M

+15.1% from 2016

Total participants

+12.5% from 2016

Average account balance

$208,425

+15.1% from 2016

Annual return

3.21%

+2.19 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

$3.78M

Not enough data

1 years with asset history on file

Average account balance

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

$343K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$390K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+7.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1462

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 codes2E2F2G2J2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$750

$94 / participant

Other / not subdivided$750100.0%

% of EOY assets

0.045%

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

$208,425

$232,540-10.4%

$185,117+12.6%

$147,585+41.2%

Participation rate

87.5%

82.4%+5.1pp

77.3%+10.2pp

82.8%+4.7pp

Annual return

3.21%

43.03%-39.8pp

40.50%-37.3pp

578.58%-575.4pp

Employer contribution / active EE

$13,757

$5,195+164.8%

$4,182+229.0%

$4,876+182.1%

Participant deferral / active EE

$7,725

$5,834+32.4%

$5,045+53.1%

$5,439+42.0%

Admin fee / account holder

$94

$10,275-99.1%

$8,159-98.9%

$10,886-99.1%

SODERHOLM SALES & LEASING, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SODERHOLM SALES & LEASING, INC. 401(K) 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