Retirement plan

PO'S KITCHEN 401K RETIREMENT PLAN

Name: PO'S KITCHEN - PO'S KITCHEN 401K RETIREMENT PLAN (2019) Form 5500
Creator: PO'S KITCHEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PO'S KITCHEN 401K RETIREMENT PLAN, PO'S KITCHEN

PO'S KITCHENEIN 99-0305653Plan #003PY 2019

4100 RICE STREET, STE. E - LIHUE, HI 967661447808-246-8617

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$755K

+8.8% from 2018

Total participants

-14.3% from 2018

Average account balance

$125,792

+27.0% from 2018

Annual return

4.64%

+4.98 pp from 2018

Benchmarks

See 7,711 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,711 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 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

+5.41%

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 codes2E2F2H2J3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$33K

$11135 / participant

Other / not subdivided$33K100.0%

% of EOY assets

4.426%

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

$125,792

$108,701+15.7%

$74,723+68.3%

$152,909-17.7%

Participation rate

100.0%

65.4%+34.6pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

4.64%

114.12%-109.5pp

753.18%-748.5pp

345.46%-340.8pp

Employer contribution / active EE

$12,527

$1,504+732.8%

$1,084+1055.4%

$4,764+163.0%

Participant deferral / active EE

$8,333

$2,709+207.7%

$1,962+324.8%

$5,851+42.4%

Admin fee / account holder

$5,568

$4,906+13.5%

$3,335+67.0%

$11,601-52.0%

PO'S KITCHEN 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PO'S KITCHEN 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