Retirement plan

HOUSING NETWORK ENTERPRISES, INC 401(K) PLAN

Name: HOUSING NETWORK ENTERPRISES, INC - HOUSING NETWORK ENTERPRISES, INC 401(K) PLAN (2018) Form 5500
Creator: HOUSING NETWORK ENTERPRISES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOUSING NETWORK ENTERPRISES, INC 401(K) PLAN, HOUSING NETWORK ENTERPRISES, INC

HOUSING NETWORK ENTERPRISES, INCEIN 47-2457757Plan #001PY 2018

P.O. BOX 131 - LOS ALTOS, CA 94023408-857-2592

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$587K

+34.1% from 2017

Total participants

+9.1% from 2017

Average account balance

$53,365

+34.1% from 2017

Annual return

-9.15%

-30.58 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.99M

Not enough data

1 years with asset history on file

Average account balance

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

$181K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33226

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

1 tripped

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

$2K

$273 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.419%

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

$53,365

$211,946-74.8%

$169,452-68.5%

$135,379-60.6%

Participation rate

88.9%

82.6%+6.3pp

77.8%+11.1pp

82.6%+6.2pp

Annual return

-9.15%

3.26%-12.4pp

1.83%-11.0pp

519.79%-528.9pp

Employer contribution / active EE

$4,073

$5,117-20.4%

$4,157-2.0%

$4,779-14.8%

Participant deferral / active EE

$17,242

$6,075+183.8%

$5,277+226.7%

$5,609+207.4%

Admin fee / account holder

$224

$11,472-98.1%

$9,110-97.5%

$10,828-97.9%

HOUSING NETWORK ENTERPRISES, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOUSING NETWORK ENTERPRISES, INC 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