Retirement plan

SAUCE LABS, INC. 401(K) PROFIT SHARING PLAN

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

SAUCE LABS, INC.EIN 26-3238445Plan #001PY 2018

116 NEW MONTGOMERY STREET, SUITE 300 - SAN FRANCISCO, CA 94105855-677-0011saucelabs.comLinkedIn201-500 employeescomputer software

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$4.3M

+41.6% from 2017

Total participants

194

+28.5% from 2017

Average account balance

$24,054

-4.8% from 2017

Annual return

-2.32%

-35.89 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.93M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

423

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.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.08M

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

+17.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1 year Filed as: KW FINANCIAL SERVICES, INC Service code 55 · EIN 06-1375177 100 LARKSPUR LANDING CIR · LARKSPUR, CA 94939	Other Commissions	$10,594
RETIREMENT ADMINISTRATION, INC.1 year Service code 49	Other Services	$3,326
RETIREMENT ADMINISTRATION, INC.1 year Filed as: RETIREMENT ADMINISTRATION, INC Service code 49 · EIN 94-2646743 4966 EL CAMINO REAL STE 213 · LOS ALTOS, CA 94088	Other Services	$0

Plan features & details

Pension benefit codes2E2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$33 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,054

$73,102-67.1%

$123,553-80.5%

$56,289-57.3%

Participation rate

90.5%

74.3%+16.2pp

82.3%+8.2pp

69.9%+20.6pp

Annual return

-2.32%

3.01%-5.3pp

119.21%-121.5pp

-9.96%+7.6pp

Employer contribution / active EE

$2,545

$2,977-14.5%

$4,628-45.0%

$2,111+20.6%

Participant deferral / active EE

$10,041

$5,423+85.2%

$6,426+56.3%

$3,350+199.7%

Admin fee / account holder

$27

$554-95.1%

$9,284-99.7%

$521-94.8%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Filed as: KW FINANCIAL SERVICES, INC

Service code 55 · EIN 06-1375177

100 LARKSPUR LANDING CIR · LARKSPUR, CA 94939

Other Commissions

$10,594

RETIREMENT ADMINISTRATION, INC.1 year

Service code 49

Other Services

$3,326

RETIREMENT ADMINISTRATION, INC.1 year

Filed as: RETIREMENT ADMINISTRATION, INC

Service code 49 · EIN 94-2646743

4966 EL CAMINO REAL STE 213 · LOS ALTOS, CA 94088

Other Services

SAUCE LABS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAUCE LABS, 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