Retirement plan

LAUNCHDARKLY 401(K) PLAN

Name: CATAMORPHIC CO. - LAUNCHDARKLY 401(K) PLAN (2018) Form 5500
Creator: CATAMORPHIC CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAUNCHDARKLY 401(K) PLAN, CATAMORPHIC CO.

CATAMORPHIC CO.EIN 46-3651669Plan #001PY 2018

325 9TH ST. - SAN FRANCISCO, CA 94103415-579-3275LinkedIn11-50 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+279.9% from 2017

Total participants

+125.0% from 2017

Average account balance

$20,321

+83.6% from 2017

Annual return

115.45%

+46.15 pp from 2017

Benchmarks

See 2,969 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,969 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.10M

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.

558

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+22.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$165

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

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 codes2E2J2F2G3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$7K

$107 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.586%

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

$20,321

$58,577-65.3%

$83,323-75.6%

$64,181-68.3%

Participation rate

82.1%

72.0%+10.1pp

77.8%+4.3pp

69.6%+12.5pp

Annual return

115.45%

9.65%+105.8pp

10.63%+104.8pp

7.63%+107.8pp

Employer contribution / active EE

$2,098-100.0%

$3,379-100.0%

$2,381-100.0%

Participant deferral / active EE

$7,929

$4,654+70.4%

$5,565+42.5%

$3,470+128.5%

Admin fee / account holder

$119

$9,275-98.7%

$7,539-98.4%

$4,887-97.6%

LAUNCHDARKLY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAUNCHDARKLY 401(K) 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