Retirement plan

HOBGOOD CONSTRUCTION GROUP 401K PLAN

Name: HOBGOOD CONSTRUCTION GROUP, LLC HOBGOOD - HOBGOOD CONSTRUCTION GROUP 401K PLAN (2020) Form 5500
Creator: HOBGOOD CONSTRUCTION GROUP, LLC HOBGOOD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOBGOOD CONSTRUCTION GROUP 401K PLAN, HOBGOOD CONSTRUCTION GROUP, LLC HOBGOOD

HOBGOOD CONSTRUCTION GROUP, LLC HOBGOODEIN 27-0041491Plan #001PY 2020

50 S ALEXANDER STREET - BUFORD, GA 30518678-482-1581

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$155K

+88.7% from 2019

Total participants

0.0% from 2019

Average account balance

$22,183

+88.7% from 2019

Annual return

18.68%

-3.46 pp from 2019

Benchmarks

See 42,037 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,037 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$670K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+11.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2346

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 codes2E2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$484 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.247%

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

$22,183

$115,810-80.8%

$101,271-78.1%

$158,966-86.0%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

18.68%

56.15%-37.5pp

46.48%-27.8pp

302.95%-284.3pp

Employer contribution / active EE

$2,571

$4,175-38.4%

$3,660-29.8%

$4,762-46.0%

Participant deferral / active EE

$11,837

$4,958+138.7%

$4,371+170.8%

$5,983+97.8%

Admin fee / account holder

$277

$7,248-96.2%

$5,948-95.3%

$11,250-97.5%

HOBGOOD CONSTRUCTION GROUP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOBGOOD CONSTRUCTION GROUP 401K 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