Retirement plan

KRISTIN HAZEN DESIGN INDIVIDUAL (K) PLAN

Name: KRISTIN HAZEN DESIGN, LLC - KRISTIN HAZEN DESIGN INDIVIDUAL (K) PLAN (2021) Form 5500
Creator: KRISTIN HAZEN DESIGN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRISTIN HAZEN DESIGN INDIVIDUAL (K) PLAN, KRISTIN HAZEN DESIGN, LLC

KRISTIN HAZEN DESIGN, LLCEIN 46-2082879Plan #001PY 2021

3844 N 32ND STREET, SUITE 103 - PHOENIX, AZ 85018602-799-2184kristinhazen.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$290K

+44.5% from 2020

Total participants

+50.0% from 2020

Average account balance

$96,789

-3.6% from 2020

Annual return

21.58%

-9.01 pp from 2020

Benchmarks

See 17,099 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,099 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$494K

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+25.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1683

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$96,789

$227,597-57.5%

$189,575-48.9%

$167,536-42.2%

Participation rate

100.0%

82.5%+17.5pp

78.4%+21.6pp

82.1%+17.9pp

Annual return

21.58%

78.44%-56.9pp

64.19%-42.6pp

478.82%-457.2pp

Employer contribution / active EE

$7,683

$5,316+44.5%

$4,412+74.1%

$4,839+58.8%

Participant deferral / active EE

$7,700

$7,002+10.0%

$6,174+24.7%

$6,342+21.4%

Admin fee / account holder

$11,877-100.0%

$9,806-100.0%

$12,315-100.0%

KRISTIN HAZEN DESIGN INDIVIDUAL (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KRISTIN HAZEN DESIGN INDIVIDUAL (K) PLAN

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