Retirement plan

HATCHING RESULTS, LLC 401(K) PLAN

Name: HATCHING RESULTS, LLC - HATCHING RESULTS, LLC 401(K) PLAN (2019) 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 2019

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$319K

+38.4% from 2018

Total participants

+100.0% from 2018

Average account balance

$53,166

-30.8% from 2018

Annual return

17.25%

+31.94 pp from 2018

Benchmarks

See 6,050 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,050 peers

Snapshot2019

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

1 tripped

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

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

$53,166

$77,449-31.4%

$69,483-23.5%

$152,909-65.2%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

17.25%

39.09%-21.8pp

28.99%-11.7pp

345.46%-328.2pp

Employer contribution / active EE

$4,739

$3,316+42.9%

$2,780+70.5%

$4,764-0.5%

Participant deferral / active EE

$5,000

$4,415+13.3%

$3,537+41.4%

$5,851-14.5%

Admin fee / account holder

$6,210-100.0%

$3,841-100.0%

$11,601-100.0%

HATCHING RESULTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HATCHING RESULTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion