Retirement plan

MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN

Name: MOTHER HULL HOME, INC - MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: MOTHER HULL HOME, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN, MOTHER HULL HOME, INC

MOTHER HULL HOME, INCEIN 47-0388015Plan #001PY 2020

236 EAST 23RD ST - KEARNEY, NE 68847308-234-2447motherhullhome.comLinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$1.2M

+13.2% from 2019

Total participants

+12.0% from 2019

Average account balance

$13,031

+0.9% from 2019

Annual return

3.70%

-0.35 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

141.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3537

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 codes2H3D2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$90 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.434%

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

$13,031

$91,179-85.7%

$178,499-92.7%

$79,852-83.7%

Participation rate

98.3%

69.2%+29.1pp

81.9%+16.3pp

69.6%+28.6pp

Annual return

3.70%

24.19%-20.5pp

151.10%-147.4pp

31.72%-28.0pp

Employer contribution / active EE

$603

$3,256-81.5%

$5,011-88.0%

$2,471-75.6%

Participant deferral / active EE

$1,220

$3,236-62.3%

$5,202-76.5%

$3,740-67.4%

Admin fee / account holder

$57

$6,749-99.2%

$13,986-99.6%

$5,306-98.9%

MOTHER HULL HOME, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOTHER HULL HOME, INC 401(K) PROFIT SHARING 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