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 (2022) 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 2022

841 BISHOP STREET, SUITE 208 - HONOLULU, HI 96813808-634-2645LinkedIn1-10 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-9.1% from 2021

Total participants

0.0% from 2021

Average account balance

$219,370

-9.1% from 2021

Annual return

-14.97%

-28.86 pp from 2021

Benchmarks

See 9,018 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,018 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.25M

Not enough data

1 years with asset history on file

Average account balance

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

$250K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+19.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4421

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

$32K

$8010 / participant

Other / not subdivided$32K100.0%

% of EOY assets

2.086%

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

$219,370

$106,549+105.9%

$91,225+140.5%

$134,509+63.1%

Participation rate

100.0%

76.8%+23.2pp

73.2%+26.8pp

81.2%+18.8pp

Annual return

-14.97%

160.73%-175.7pp

114.10%-129.1pp

418.13%-433.1pp

Employer contribution / active EE

$17,485

$3,331+424.8%

$2,851+513.3%

$4,741+268.8%

Participant deferral / active EE

$7,446

$4,719+57.8%

$4,234+75.9%

$6,400+16.3%

Admin fee / account holder

$4,577

$6,234-26.6%

$5,422-15.6%

$11,427-59.9%

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