Retirement plan

HUMAN LIFE INTERNATIONAL, INC. RETIREMENT PLAN

Name: HUMAN LIFE INTERNATIONAL, INC. - HUMAN LIFE INTERNATIONAL, INC. RETIREMENT PLAN (2022) Form 5500
Creator: HUMAN LIFE INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMAN LIFE INTERNATIONAL, INC. RETIREMENT PLAN, HUMAN LIFE INTERNATIONAL, INC.

HUMAN LIFE INTERNATIONAL, INC.EIN 52-1241765Plan #001PY 2022

4 FAMILY LIFE LANE - FRONT ROYAL, VA 22630540-622-5225hli.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$521K

-13.2% from 2021

Total participants

+7.7% from 2021

Average account balance

$23,691

-25.0% from 2021

Annual return

-16.98%

-34.26 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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

$63K

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

+21.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$119

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$109 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.459%

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

$23,691

$92,684-74.4%

$82,706-71.4%

$134,509-82.4%

Participation rate

72.7%

75.2%-2.5pp

72.6%+0.2pp

81.2%-8.5pp

Annual return

-16.98%

945.84%-962.8pp

701.76%-718.7pp

418.13%-435.1pp

Employer contribution / active EE

$3,272-100.0%

$3,007-100.0%

$4,741-100.0%

Participant deferral / active EE

$1,133

$4,800-76.4%

$4,394-74.2%

$6,400-82.3%

Admin fee / account holder

$109

$5,982-98.2%

$5,329-98.0%

$11,427-99.0%

HUMAN LIFE INTERNATIONAL, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMAN LIFE INTERNATIONAL, INC. RETIREMENT 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