Retirement plan

SPENCER HUGGETT SOLO 401K

Name: HUGGETT FINANCIAL, INC SOLO K - SPENCER HUGGETT SOLO 401K (2020) Form 5500
Creator: HUGGETT FINANCIAL, INC SOLO K
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPENCER HUGGETT SOLO 401K, HUGGETT FINANCIAL, INC SOLO K

HUGGETT FINANCIAL, INC SOLO KEIN 45-4363391Plan #001PY 2020

304 3RD ST - ROSLYN, SD 57261605-521-4400

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$462K

No prior year

Total participants

No prior year

Average account balance

$462,074

No prior year

Annual return

7.07%

No prior year

Benchmarks

See 32,151 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,151 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$983K

Not enough data

1 years with asset history on file

Average account balance

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

$983K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

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

+17.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1510

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$462,074

$197,625+133.8%

$177,840+159.8%

$158,966+190.7%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

7.07%

58.76%-51.7pp

48.32%-41.3pp

302.95%-295.9pp

Employer contribution / active EE

$27,281

$6,698+307.3%

$5,919+360.9%

$4,762+472.8%

Participant deferral / active EE

$8,405-100.0%

$7,714-100.0%

$5,983-100.0%

Admin fee / account holder

$15,405-100.0%

$12,431-100.0%

$11,250-100.0%

SPENCER HUGGETT SOLO 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SPENCER HUGGETT SOLO 401K

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