Retirement plan

JAGUAR HEALTH, INC. 401(K) SAVINGS PLAN

Name: JAGUAR HEALTH, INC. - JAGUAR HEALTH, INC. 401(K) SAVINGS PLAN (2022) Form 5500
Creator: JAGUAR HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAGUAR HEALTH, INC. 401(K) SAVINGS PLAN, JAGUAR HEALTH, INC.

JAGUAR HEALTH, INC.EIN 46-2956775Plan #001PY 2022

200 PINE STREET, 4TH FLOOR - SAN FRANCISCO, CA 94104415-371-8300jaguar.healthLinkedIn11-50 employeespharmaceuticals

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+7.7% from 2021

Total participants

-3.8% from 2021

Average account balance

$70,380

-5.8% from 2021

Annual return

-15.62%

-31.19 pp from 2021

Benchmarks

See 5,555 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,555 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

63.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$548K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7832

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 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$4K

$90 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.175%

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

$70,380

$73,019-3.6%

$90,766-22.5%

$68,490+2.8%

Participation rate

56.8%

70.8%-14.0pp

75.7%-18.9pp

67.9%-11.1pp

Annual return

-15.62%

-13.81%-1.8pp

-12.16%-3.5pp

-7.85%-7.8pp

Employer contribution / active EE

$2,193-100.0%

$2,922-100.0%

$2,597-100.0%

Participant deferral / active EE

$11,167

$3,626+207.9%

$4,565+144.6%

$4,028+177.2%

Admin fee / account holder

$123

$5,897-97.9%

$8,446-98.5%

$5,403-97.7%

JAGUAR HEALTH, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAGUAR HEALTH, INC. 401(K) SAVINGS PLAN

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