Retirement plan

EMPLOYEE BENEFIT PLAN OF HIPPODROME FOUNDATION

Name: HIPPODROME FOUNDATION - EMPLOYEE BENEFIT PLAN OF HIPPODROME FOUNDATION (2019) Form 5500
Creator: HIPPODROME FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HIPPODROME FOUNDATION, HIPPODROME FOUNDATION

HIPPODROME FOUNDATIONEIN 52-1054299Plan #001PY 2019

416 W BALTIMORE ST - BALTIMORE, MD 212011717410-727-7787LinkedIn11-50 employeesentertainment

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$709K

+34.5% from 2018

Total participants

+25.0% from 2018

Average account balance

$141,713

+7.6% from 2018

Annual return

22.80%

+30.33 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$362K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40606

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 codes2F2G2T3D

Plan features

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$24

$6 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.003%

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

$141,713

$176,688-19.8%

$130,660+8.5%

$152,897-7.3%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

22.80%

2693.08%-2670.3pp

1709.29%-1686.5pp

345.43%-322.6pp

Employer contribution / active EE

$5,871

$5,743+2.2%

$4,092+43.5%

$4,764+23.2%

Participant deferral / active EE

$9,484

$4,362+117.4%

$3,603+163.2%

$5,851+62.1%

Admin fee / account holder

$7,131-99.9%

$5,463-99.9%

$11,599-100.0%

EMPLOYEE BENEFIT PLAN OF HIPPODROME FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HIPPODROME FOUNDATION

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