Retirement plan

HILARY YOUNG DESIGN ASSOCIATES, INC. 401-K PROFIT SHARING PLAN

Name: HILARY YOUNG DESIGN ASSOCIATES, INC. - HILARY YOUNG DESIGN ASSOCIATES, INC. 401-K PROFIT SHARING PLAN (2020) Form 5500
Creator: HILARY YOUNG DESIGN ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILARY YOUNG DESIGN ASSOCIATES, INC. 401-K PROFIT SHARING PLAN, HILARY YOUNG DESIGN ASSOCIATES, INC.

HILARY YOUNG DESIGN ASSOCIATES, INC.EIN 20-0861866Plan #001PY 2020

625 4TH AVE STE 300 - KIRKLAND, WA 98033425-284-2901

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$679K

+21.3% from 2019

Total participants

+25.0% from 2019

Average account balance

$135,868

-3.0% from 2019

Annual return

14.68%

-4.26 pp from 2019

Benchmarks

See 22,200 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,200 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.58M

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+53.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$988

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 codes2E2J3B

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

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

$5K

$1735 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.766%

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

$135,868

$162,785-16.5%

$133,959+1.4%

$158,950-14.5%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

14.68%

41.94%-27.3pp

45.09%-30.4pp

302.91%-288.2pp

Employer contribution / active EE

$5,865

$4,975+17.9%

$3,919+49.7%

$4,762+23.2%

Participant deferral / active EE

$6,500

$5,910+10.0%

$5,047+28.8%

$5,983+8.6%

Admin fee / account holder

$1,041

$11,738-91.1%

$8,928-88.3%

$11,248-90.7%

HILARY YOUNG DESIGN ASSOCIATES, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILARY YOUNG DESIGN ASSOCIATES, INC. 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