Retirement plan

AMPLITUDE, INC. RETIREMENT TRUST

Name: AMPLITUDE, INC. - AMPLITUDE, INC. RETIREMENT TRUST (2020) 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 2020

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

Prospect flagsLow fidelity bondFailed to transmit contributions

How to read this page

Total assets (EOY)

$8.9M

+75.0% from 2019

Total participants

357

+27.0% from 2019

Average account balance

$33,125

+30.3% from 2019

Annual return

32.65%

-30.63 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

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.2 years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET, SUITE 3060 · SAN FRANCISCO, CA 94104	Plan Administrator	$15,770

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$19K

$66 / participant

Contract admin$19K100.0%

% of EOY assets

0.218%

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

$33,125

$100,801-67.1%

$149,730-77.9%

$73,412-54.9%

Participation rate

70.5%

77.7%-7.2pp

82.5%-12.0pp

72.2%-1.7pp

Annual return

32.65%

265.34%-232.7pp

276.70%-244.1pp

59.30%-26.6pp

Employer contribution / active EE

$3,312-100.0%

$4,645-100.0%

$2,234-100.0%

Participant deferral / active EE

$10,083

$6,404+57.4%

$6,843+47.4%

$3,806+165.0%

Admin fee / account holder

$72

$181-60.1%

$9,310-99.2%

$158-54.3%

Provider

Service type

Compensation

DECIMAL, INC.2 years

Filed as: DECIMAL INC

Service code 14

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

Plan Administrator

$15,770

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