Retirement plan

HYBRID PROMOTIONS LLC INCENTIVE SAVINGS PLAN

Name: HYBRID PROMOTIONS, LLC - HYBRID PROMOTIONS LLC INCENTIVE SAVINGS PLAN (2020) Form 5500
Creator: HYBRID PROMOTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HYBRID PROMOTIONS LLC INCENTIVE SAVINGS PLAN, HYBRID PROMOTIONS, LLC

HYBRID PROMOTIONS, LLCEIN 33-0838747Plan #001PY 2020

10711 WALKER ST - CYPRESS, CA 90630714-243-1717LinkedIn11-50 employeesconsumer goods

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$24.9M

+1.1% from 2019

Total participants

753

+16.7% from 2019

Average account balance

$38,735

-10.8% from 2019

Annual return

11.73%

-9.48 pp from 2019

Benchmarks

See 1,266 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,266 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.93M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

624

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.

95.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.97M

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

+11.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$333

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
SECURITIES AMERICA INC1 year Service code 50 · EIN 11-2551174	Direct Payment	$40,927
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850	Recordkeeping	$35,362
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC PCG Service code 50 · EIN 34-1542819	Direct Payment	$12,565

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$29K

$74 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.117%

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: RICHARDSON KONTOGOURIS EMERSON LLP
Auditor EIN: 010871934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,735

$78,419-50.6%

$133,971-71.1%

$73,412-47.2%

Participation rate

72.4%

78.6%-6.2pp

79.8%-7.4pp

72.2%+0.2pp

Annual return

11.73%

33.35%-21.6pp

45.09%-33.4pp

59.30%-47.6pp

Employer contribution / active EE

$759

$2,044-62.8%

$3,919-80.6%

$2,234-66.0%

Participant deferral / active EE

$4,321

$3,925+10.1%

$5,047-14.4%

$3,806+13.5%

Admin fee / account holder

$45

$161-71.9%

$8,929-99.5%

$158-71.3%

Provider

Service type

Compensation

SECURITIES AMERICA INC1 year

Service code 50 · EIN 11-2551174

Direct Payment

$40,927

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Filed as: MASSMUTUAL LIFE INSURANCE CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$35,362

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS LLC PCG

Service code 50 · EIN 34-1542819

Direct Payment

$12,565

HYBRID PROMOTIONS LLC INCENTIVE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HYBRID PROMOTIONS LLC INCENTIVE SAVINGS 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