Retirement plan

EMPLOYEE BENEFIT PLAN OF HOME HEADQUARTERS, INC.

Name: HOME HEADQUARTERS, INC. - EMPLOYEE BENEFIT PLAN OF HOME HEADQUARTERS, INC. (2019) Form 5500
Creator: HOME HEADQUARTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HOME HEADQUARTERS, INC., HOME HEADQUARTERS, INC.

HOME HEADQUARTERS, INC.EIN 22-2982267Plan #002PY 2019

538 ERIE BLVD W FL 1 - SYRACUSE, NY 132042460315-474-1939homehq.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+30.1% from 2018

Total participants

+21.4% from 2018

Average account balance

$56,876

+9.2% from 2018

Annual return

21.37%

-10.69 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

168.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$281K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24840

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2F2G2T3D

Plan features

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.
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

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

$31K

$1285 / participant

Other / not subdivided$31K100.0%

% of EOY assets

1.084%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,876

$202,318-71.9%

$172,739-67.1%

$152,861-62.8%

Participation rate

95.8%

87.1%+8.8pp

82.6%+13.2pp

82.4%+13.4pp

Annual return

21.37%

1029.65%-1008.3pp

802.84%-781.5pp

345.32%-323.9pp

Employer contribution / active EE

$3,620

$5,856-38.2%

$5,143-29.6%

$4,762-24.0%

Participant deferral / active EE

$5,559

$5,948-6.5%

$5,198+6.9%

$5,850-5.0%

Admin fee / account holder

$617

$17,109-96.4%

$13,954-95.6%

$11,596-94.7%

EMPLOYEE BENEFIT PLAN OF HOME HEADQUARTERS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HOME HEADQUARTERS, INC.

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