Retirement plan

TENTH MOUNTAIN DIVISION HUT ASSOCIATION 401K PLAN

Name: TENTH MOUNTAIN DIVISION HUT ASSOCIATION INC. - TENTH MOUNTAIN DIVISION HUT ASSOCIATION 401K PLAN (2016) Form 5500
Creator: TENTH MOUNTAIN DIVISION HUT ASSOCIATION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TENTH MOUNTAIN DIVISION HUT ASSOCIATION 401K PLAN, TENTH MOUNTAIN DIVISION HUT ASSOCIATION INC.

TENTH MOUNTAIN DIVISION HUT ASSOCIATION INC.EIN 74-2252484Plan #001PY 2016

1280 S UTE AVE STE 21 - ASPEN, CO 816112259970-925-4554huts.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$497K

+23.3% from 2015

Total participants

+10.0% from 2015

Average account balance

$62,154

+23.3% from 2015

Annual return

7.97%

+7.64 pp from 2015

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

54.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2E2F2G2J3D

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

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

$85

$8 / participant

Other / not subdivided$85100.0%

% of EOY assets

0.017%

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

$62,154

$103,949-40.2%

$69,182-10.2%

$273,972-77.3%

Participation rate

72.7%

67.4%+5.4pp

55.1%+17.6pp

83.0%-10.3pp

Annual return

7.97%

35.28%-27.3pp

-21.93%+29.9pp

41.46%-33.5pp

Employer contribution / active EE

$1,783-100.0%

$1,206-100.0%

$4,869-100.0%

Participant deferral / active EE

$5,618

$2,716+106.8%

$1,897+196.1%

$5,287+6.3%

Admin fee / account holder

$11

$3,671-99.7%

$2,697-99.6%

$10,133-99.9%

TENTH MOUNTAIN DIVISION HUT ASSOCIATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TENTH MOUNTAIN DIVISION HUT ASSOCIATION 401K 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