Retirement plan

HATCHING RESULTS, LLC 401(K) PLAN

Name: HATCHING RESULTS, LLC - HATCHING RESULTS, LLC 401(K) PLAN (2018) Form 5500
Creator: HATCHING RESULTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HATCHING RESULTS, LLC 401(K) PLAN, HATCHING RESULTS, LLC

HATCHING RESULTS, LLCEIN 39-2061303Plan #002PY 2018

2110 LOCUST STREET - SAN DIEGO, CA 92106619-876-9538hatchingresults.comLinkedIn11-50 employeeseducation management

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$231K

+12.0% from 2017

Total participants

+50.0% from 2017

Average account balance

$76,844

-25.3% from 2017

Annual return

-14.69%

-26.88 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

78.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$757K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+518.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10528

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$751

$376 / participant

Other / not subdivided$751100.0%

% of EOY assets

0.326%

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

$76,844

$69,541+10.5%

$59,899+28.3%

$135,380-43.2%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

-14.69%

7.95%-22.6pp

3.46%-18.1pp

519.81%-534.5pp

Employer contribution / active EE

$15,124

$3,236+367.3%

$2,723+455.4%

$4,779+216.5%

Participant deferral / active EE

$12,363

$4,206+193.9%

$3,402+263.3%

$5,609+120.4%

Admin fee / account holder

$250

$5,737-95.6%

$3,592-93.0%

$10,828-97.7%

HATCHING RESULTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HATCHING RESULTS, LLC 401(K) 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