Retirement plan

INFLUXDATA INC. RETIREMENT TRUST

Name: INFLUXDATA INC. - INFLUXDATA INC. RETIREMENT TRUST (2020) Form 5500
Creator: INFLUXDATA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFLUXDATA INC. RETIREMENT TRUST, INFLUXDATA INC.

INFLUXDATA INC.EIN 46-1726908Plan #001PY 2020

799 MARKET ST SUITE 400 - SAN FRANCISCO, CA 94103415-295-1901influxdata.comLinkedIn201-500 employeescomputer software

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$4.3M

+68.9% from 2019

Total participants

166

-6.2% from 2019

Average account balance

$33,134

+43.1% from 2019

Annual return

27.30%

-7.03 pp from 2019

Benchmarks

See 909 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort909 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.05M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

170

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.72M

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$195

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 2 by compensation

Provider	Service type	Compensation
DECIMAL, INC.1 year Service code 14 44 MONTGOMERY STREET STE 3060 · SAN FRANCISCO, CA 94104	Plan Administrator	$6,360
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$2,313

Plan features & details

Pension benefit codes2E2F2H2J2S2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$9K

$68 / participant

Contract admin$9K100.0%

% of EOY assets

0.200%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SILICON VALLEY ACCOUNTANCY CORP.
Auditor EIN: 770573994
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,134

$66,813-50.4%

$100,528-67.0%

$73,493-54.9%

Participation rate

72.7%

77.5%-4.8pp

79.4%-6.8pp

70.7%+2.0pp

Annual return

27.30%

25.70%+1.6pp

30.90%-3.6pp

28.51%-1.2pp

Employer contribution / active EE

$2,147-100.0%

$3,419-100.0%

$2,270-100.0%

Participant deferral / active EE

$12,258

$5,883+108.4%

$6,271+95.5%

$3,740+227.8%

Admin fee / account holder

$66

$512-87.1%

$8,084-99.2%

$513-87.1%

Provider

Service type

Compensation

DECIMAL, INC.1 year

Service code 14

44 MONTGOMERY STREET STE 3060 · SAN FRANCISCO, CA 94104

Plan Administrator

$6,360

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$2,313

INFLUXDATA INC. RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFLUXDATA 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