Retirement plan

JAWBONE HEALTH HUB, INC. 401(K) PLAN

Name: JAWBONE HEALTH HUB, INC. - JAWBONE HEALTH HUB, INC. 401(K) PLAN (2017) Form 5500
Creator: JAWBONE HEALTH HUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAWBONE HEALTH HUB, INC. 401(K) PLAN, JAWBONE HEALTH HUB, INC.

JAWBONE HEALTH HUB, INC.EIN 81-5246202Plan #001PY 2017

99 RHODE ISLAND ST FL 3 - SAN FRANCISCO, CA 94103415-230-7644all.healthLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow employer contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$9.8M

No prior year

Total participants

234

No prior year

Average account balance

$45,185

No prior year

Annual return

19.80%

No prior year

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.59M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

124

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.

85.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$418

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$26,813
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 75 ROWLAND WAY STE 330 · NOVATO, CA 94945	Advisory (Plan)	$18,750

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.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$46K

$592 / participant

Other / not subdivided$46K100.0%

% of EOY assets

0.467%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,185

$78,707-42.6%

$117,861-61.7%

$70,126-35.6%

Participation rate

76.6%

73.2%+3.4pp

79.7%-3.0pp

69.5%+7.1pp

Annual return

19.80%

23.30%-3.5pp

335.11%-315.3pp

73.15%-53.3pp

Employer contribution / active EE

$2,223-100.0%

$3,786-100.0%

$2,343-100.0%

Participant deferral / active EE

$11,301

$3,297+242.7%

$4,482+152.1%

$3,332+239.2%

Admin fee / account holder

$211

$5,066-95.8%

$8,021-97.4%

$4,645-95.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$26,813

PENSIONMARK FINANCIAL GROUP LLC1+ years

Filed as: PENSIONMARK FINANCIAL GROUP, LLC

Service code 27

75 ROWLAND WAY STE 330 · NOVATO, CA 94945

Advisory (Plan)

$18,750

JAWBONE HEALTH HUB, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAWBONE HEALTH HUB, 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