Retirement plan

H & H REAL ESTATE MEDIA, INC. 401(K) PROFIT SHARING PLAN

Name: AGENT ELITE, INC. - H & H REAL ESTATE MEDIA, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: AGENT ELITE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & H REAL ESTATE MEDIA, INC. 401(K) PROFIT SHARING PLAN, AGENT ELITE, INC.

AGENT ELITE, INC.EIN 37-1801317Plan #001PY 2020

7220 TRADE STREET, STE. 109 - SAN DIEGO, CA 92121866-611-0428agentelite.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$460K

No prior year

Total participants

No prior year

Average account balance

$25,547

No prior year

Annual return

38.88%

No prior year

Benchmarks

See 3,715 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,715 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

63.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+20.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4588

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 codes2E2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$16K

$443 / participant

Other / not subdivided$16K100.0%

% of EOY assets

3.564%

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

$25,547

$72,027-64.5%

$185,835-86.3%

$79,852-68.0%

Participation rate

43.2%

65.8%-22.5pp

78.0%-34.8pp

69.6%-26.4pp

Annual return

38.88%

23.13%+15.8pp

35.96%+2.9pp

31.72%+7.2pp

Employer contribution / active EE

$780

$1,965-60.3%

$4,087-80.9%

$2,471-68.4%

Participant deferral / active EE

$2,760

$3,780-27.0%

$5,633-51.0%

$3,740-26.2%

Admin fee / account holder

$911

$4,513-79.8%

$9,502-90.4%

$5,306-82.8%

H & H REAL ESTATE MEDIA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H & H REAL ESTATE MEDIA, 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