Retirement plan

HOST ANALYTICS, INC. 401(K) PLAN

Name: HOST ANALYTICS, INC. - HOST ANALYTICS, INC. 401(K) PLAN (2019) 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 2019

555 TWIN DOLPHIN DR 4TH FL - REDWOOD CITY, CA 94065775-720-4472planful.comLinkedIn201-500 employeescomputer software

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$10.7M

+34.9% from 2018

Total participants

215

+16.8% from 2018

Average account balance

$69,303

+14.7% from 2018

Annual return

24.14%

+26.86 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632	Recordkeeping	$24,524
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$1,125
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$26K

$159 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.240%

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

$69,303

$89,652-22.7%

$141,197-50.9%

$65,186+6.3%

Participation rate

62.1%

74.7%-12.6pp

82.5%-20.4pp

70.2%-8.1pp

Annual return

24.14%

32.79%-8.7pp

71.41%-47.3pp

29.39%-5.2pp

Employer contribution / active EE

$3,065-100.0%

$4,736-100.0%

$2,177-100.0%

Participant deferral / active EE

$9,595

$5,691+68.6%

$6,710+43.0%

$3,514+173.1%

Admin fee / account holder

$167

$569-70.7%

$10,265-98.4%

$847-80.3%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 15 · EIN 26-4310632

Recordkeeping

$24,524

ADP BROKER-DEALER3+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$1,125

ADP BROKER-DEALER3+ 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