Retirement plan

MACDONALD RUDY BYRNS O'NEILL & YAMAUCHI, LLLP 401(K) PROFIT SHARING PLAN

Name: MACDONALD RUDY BYRNS ONEILL & YAMAUCHI, LLLP - MACDONALD RUDY BYRNS O'NEILL & YAMAUCHI, LLLP 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MACDONALD RUDY BYRNS ONEILL & YAMAUCHI, LLLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MACDONALD RUDY BYRNS O'NEILL & YAMAUCHI, LLLP 401(K) PROFIT SHARING PLAN, MACDONALD RUDY BYRNS ONEILL & YAMAUCHI, LLLP

MACDONALD RUDY BYRNS ONEILL & YAMAUCHI, LLLPEIN 99-0333877Plan #001PY 2017

1001 BISHOP STREET, SUITE 2650 - HONOLULU, HI 96813808-523-3080macdonaldrudy.comLinkedIn11-50 employeeslegal services

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$5.3M

+9.2% from 2016

Total participants

-19.0% from 2016

Average account balance

$313,215

+34.9% from 2016

Annual return

4.99%

+4.99 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.01M

Not enough data

1 years with asset history on file

Average account balance

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

$579K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$261K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66574

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 codes2E2G2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$500

$56 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.009%

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

$313,215

$150,447+108.2%

$136,298+129.8%

$147,586+112.2%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

4.99%

1049.15%-1044.2pp

5156.27%-5151.3pp

578.59%-573.6pp

Employer contribution / active EE

$16,456

$5,256+213.1%

$4,696+250.4%

$4,876+237.5%

Participant deferral / active EE

$6,444

$6,631-2.8%

$6,247+3.2%

$5,439+18.5%

Admin fee / account holder

$29

$10,906-99.7%

$9,244-99.7%

$10,886-99.7%

MACDONALD RUDY BYRNS O'NEILL & YAMAUCHI, LLLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MACDONALD RUDY BYRNS O'NEILL & YAMAUCHI, LLLP 401(K) PROFIT SHARING 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