Retirement plan

SAN FRANCISCO HOUSING ACTION COALITION 403(B) PLAN

Name: SAN FRANCISCO HOUSING ACTION COALITION - SAN FRANCISCO HOUSING ACTION COALITION 403(B) PLAN (2020) Form 5500
Creator: SAN FRANCISCO HOUSING ACTION COALITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN FRANCISCO HOUSING ACTION COALITION 403(B) PLAN, SAN FRANCISCO HOUSING ACTION COALITION

SAN FRANCISCO HOUSING ACTION COALITIONEIN 83-1881525Plan #001PY 2020

95 BRADY STREET - SAN FRANCISCO, CA 94103415-541-9001

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$59K

No prior year

Total participants

No prior year

Average account balance

$9,755

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 347 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort347 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$378K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

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

+24.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J2L2M2F2E3D

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,755

$76,312-87.2%

$67,221-85.5%

$158,950-93.9%

Participation rate

83.3%

84.3%-1.0pp

79.4%+4.0pp

82.0%+1.4pp

Annual return

0.00%

22.77%-22.8pp

20.72%-20.7pp

302.91%-302.9pp

Employer contribution / active EE

$4,476-100.0%

$3,723-100.0%

$4,762-100.0%

Participant deferral / active EE

$9,239

$5,264+75.5%

$4,384+110.7%

$5,983+54.4%

Admin fee / account holder

$8,005-100.0%

$5,844-100.0%

$11,248-100.0%

SAN FRANCISCO HOUSING ACTION COALITION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAN FRANCISCO HOUSING ACTION COALITION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion