Retirement plan

LIHUE AIRPORT NEWSSTAND, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: LIHUE AIRPORT NEWSSTAND, INC. - LIHUE AIRPORT NEWSSTAND, INC. 401(K) RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: LIHUE AIRPORT NEWSSTAND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIHUE AIRPORT NEWSSTAND, INC. 401(K) RETIREMENT SAVINGS PLAN, LIHUE AIRPORT NEWSSTAND, INC.

LIHUE AIRPORT NEWSSTAND, INC.EIN 99-0333520Plan #001PY 2020

45-669 LULUKU ROAD - KANEOHE, HI 96744808-634-2645LinkedIn1-10 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+14.4% from 2019

Total participants

+16.7% from 2019

Average account balance

$200,960

-1.9% from 2019

Annual return

11.69%

-3.33 pp from 2019

Benchmarks

See 7,940 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,940 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27724

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 codes2E2J3D

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.
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

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

$21K

$3049 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.517%

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

$200,960

$121,677+65.2%

$104,625+92.1%

$158,966+26.4%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

11.69%

465.58%-453.9pp

340.60%-328.9pp

302.95%-291.3pp

Employer contribution / active EE

$764

$3,165-75.9%

$2,681-71.5%

$4,762-84.0%

Participant deferral / active EE

$3,999

$4,175-4.2%

$3,738+7.0%

$5,983-33.2%

Admin fee / account holder

$3,049

$7,777-60.8%

$6,465-52.8%

$11,250-72.9%

LIHUE AIRPORT NEWSSTAND, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIHUE AIRPORT NEWSSTAND, INC. 401(K) 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