Retirement plan

SPENCER HUGGETT SOLO 401K

Name: HUGGETT FINANCIAL, INC SOLO K - SPENCER HUGGETT SOLO 401K (2022) 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 2022

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$548K

-5.4% from 2021

Total participants

0.0% from 2021

Average account balance

$548,333

-5.4% from 2021

Annual return

-15.10%

-33.67 pp from 2021

Benchmarks

See 35,220 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,220 peers

Snapshot2022

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.

Expense breakdown

Schedule H Part II

Admin total

$280

$280 / participant

Other / not subdivided$280100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$548,333

$167,504+227.4%

$151,628+261.6%

$134,509+307.7%

Participation rate

100.0%

88.4%+11.6pp

87.5%+12.5pp

81.2%+18.8pp

Annual return

-15.10%

7.81%-22.9pp

3.34%-18.4pp

418.13%-433.2pp

Employer contribution / active EE

$36,000

$6,828+427.3%

$6,165+483.9%

$4,741+659.4%

Participant deferral / active EE

$20,496

$8,985+128.1%

$8,363+145.1%

$6,400+220.2%

Admin fee / account holder

$280

$13,779-98.0%

$11,613-97.6%

$11,427-97.5%

SPENCER HUGGETT SOLO 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPENCER HUGGETT SOLO 401K

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