Retirement plan

HOST ANALYTICS, INC. 401(K) PLAN

Name: HOST ANALYTICS, INC. - HOST ANALYTICS, INC. 401(K) PLAN (2017) Form 5500
Creator: HOST ANALYTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOST ANALYTICS, INC. 401(K) PLAN, HOST ANALYTICS, INC.

HOST ANALYTICS, INC.EIN 43-1887396Plan #003PY 2017

555 TWIN DOLPHIN DR 4TH FL - REDWOOD CITY, CA 94065650-489-0418planful.comLinkedIn201-500 employeescomputer software

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$8M

No prior year

Total participants

187

No prior year

Average account balance

$63,732

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.93M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

216

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.

68.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632	Recordkeeping	$8,893
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$825
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

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

$10K

$65 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.122%

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: ARMANINO LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,732

$80,753-21.1%

$136,298-53.2%

$62,293+2.3%

Participation rate

58.7%

73.5%-14.9pp

81.9%-23.3pp

69.5%-10.8pp

Annual return

0.00%

35.83%-35.8pp

5156.27%-5156.3pp

28.90%-28.9pp

Employer contribution / active EE

$2,884-100.0%

$4,696-100.0%

$2,042-100.0%

Participant deferral / active EE

$6,214

$5,164+20.3%

$6,247-0.5%

$3,169+96.1%

Admin fee / account holder

$78

$525-85.2%

$9,244-99.2%

$479-83.8%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 15 · EIN 26-4310632

Recordkeeping

$8,893

ADP BROKER-DEALER1+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$825

ADP BROKER-DEALER1+ years

Service code 59 · EIN 22-3319984

Shareholder Servicing

HOST ANALYTICS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOST ANALYTICS, INC. 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