Retirement plan

HISTIOCYTOSIS ASSOCIATION INC 401 K PROFIT SHARING PLAN TRUST

Name: HISTIOCYTOSIS ASSOCIATION INC - HISTIOCYTOSIS ASSOCIATION INC 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: HISTIOCYTOSIS ASSOCIATION INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HISTIOCYTOSIS ASSOCIATION INC 401 K PROFIT SHARING PLAN TRUST, HISTIOCYTOSIS ASSOCIATION INC

HISTIOCYTOSIS ASSOCIATION INCEIN 22-2827069Plan #001PY 2018

332 N BROADWAY - PITMAN, NJ 080711022856-589-6606histio.orgLinkedIn1-10 employeesexecutive office

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$81K

-5.9% from 2017

Total participants

+16.7% from 2017

Average account balance

$6,218

-13.2% from 2017

Annual return

-8.11%

-24.60 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$244K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5879

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 codes3D2F2E2T2G2J

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$3352 / participant

Other / not subdivided$23K100.0%

% of EOY assets

29.025%

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

$6,218

$90,606-93.1%

$79,466-92.2%

$135,379-95.4%

Participation rate

85.7%

76.0%+9.7pp

73.3%+12.4pp

82.6%+3.1pp

Annual return

-8.11%

977.69%-985.8pp

718.28%-726.4pp

519.79%-527.9pp

Employer contribution / active EE

$1,599

$3,068-47.9%

$2,800-42.9%

$4,779-66.5%

Participant deferral / active EE

$2,011

$4,050-50.4%

$3,704-45.7%

$5,609-64.2%

Admin fee / account holder

$1,805

$5,895-69.4%

$5,104-64.6%

$10,828-83.3%

HISTIOCYTOSIS ASSOCIATION INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HISTIOCYTOSIS ASSOCIATION INC 401 K PROFIT SHARING PLAN TRUST

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