Retirement plan

AMPLITUDE, INC. RETIREMENT TRUST

Name: AMPLITUDE, INC. - AMPLITUDE, INC. RETIREMENT TRUST (2019) Form 5500
Creator: AMPLITUDE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMPLITUDE, INC. RETIREMENT TRUST, AMPLITUDE, INC.

AMPLITUDE, INC.EIN 45-3937349Plan #001PY 2019

631 HOWARD ST, FLOOR 5 - SAN FRANCISCO, CA 94105817-718-4093amplitude.comLinkedIn501-1000 employeescomputer software

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$5.1M

+153.1% from 2018

Total participants

281

+31.3% from 2018

Average account balance

$25,430

+59.9% from 2018

Annual return

63.28%

+58.07 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

$44.48M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

681

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.

77.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+27.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 1 by compensation

Provider	Service type	Compensation
DECIMAL, INC.1 year Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104	Plan Administrator	$12,055

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

$21K

$90 / participant

Contract admin$21K100.0%

% of EOY assets

0.420%

all-in expense ratio

Categories reported

1 / 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

$25,430

$89,652-71.6%

$141,177-82.0%

$65,185-61.0%

Participation rate

66.5%

74.7%-8.2pp

82.5%-15.9pp

70.2%-3.7pp

Annual return

63.28%

32.79%+30.5pp

71.40%-8.1pp

29.38%+33.9pp

Employer contribution / active EE

$3,065-100.0%

$4,736-100.0%

$2,177-100.0%

Participant deferral / active EE

$8,760

$5,691+53.9%

$6,710+30.6%

$3,514+149.3%

Admin fee / account holder

$107

$569-81.2%

$10,263-99.0%

$847-87.4%

Provider

Service type

Compensation

DECIMAL, INC.1 year

Filed as: DECIMAL INC

Service code 14

44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104

Plan Administrator

$12,055

AMPLITUDE, INC. RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMPLITUDE, INC. RETIREMENT TRUST

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