Retirement plan

THE CHILDRENS HOUSE CORP. PROFIT SHARING AND 401(K) PLAN

Name: THE CHILDREN'S HOUSE - THE CHILDRENS HOUSE CORP. PROFIT SHARING AND 401(K) PLAN (2018) Form 5500
Creator: THE CHILDREN'S HOUSE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILDRENS HOUSE CORP. PROFIT SHARING AND 401(K) PLAN, THE CHILDREN'S HOUSE

THE CHILDREN'S HOUSEEIN 99-0340922Plan #001PY 2018

1840 KOMO MAI DRIVE - PEARL CITY, HI 96782808-455-4131

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1M

+22.4% from 2017

Total participants

+2.2% from 2017

Average account balance

$31,358

+3.8% from 2017

Annual return

10.72%

+1.89 pp from 2017

Benchmarks

See 3,832 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,832 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

112.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4522

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 codes2E3D2G2J2F2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$152 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.573%

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

$31,358

$43,344-27.7%

$59,899-47.6%

$64,173-51.1%

Participation rate

66.7%

69.2%-2.5pp

74.7%-8.0pp

69.6%-2.9pp

Annual return

10.72%

-1.55%+12.3pp

3.46%+7.3pp

7.63%+3.1pp

Employer contribution / active EE

$2,030-100.0%

$2,723-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,671

$2,547+4.9%

$3,402-21.5%

$3,470-23.0%

Admin fee / account holder

$180

$3,008-94.0%

$3,592-95.0%

$4,887-96.3%

THE CHILDRENS HOUSE CORP. PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILDRENS HOUSE CORP. PROFIT SHARING AND 401(K) 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