Retirement plan

HRG AUTOMOTIVE LLC 401(K) PLAN

Name: HRG AUTOMOTIVE LLC - HRG AUTOMOTIVE LLC 401(K) PLAN (2021) Form 5500
Creator: HRG AUTOMOTIVE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HRG AUTOMOTIVE LLC 401(K) PLAN, HRG AUTOMOTIVE LLC

HRG AUTOMOTIVE LLCEIN 83-3514873Plan #001PY 2021

24848 MEETING HOUSE ROAD - DENTON, MD 21629410-479-4360

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$43K

No prior year

Total participants

No prior year

Average account balance

$10,688

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 37,618 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,618 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$163K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

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

+23.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$60

$9 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.140%

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

$10,688

$109,872-90.3%

$98,483-89.1%

$167,536-93.6%

Participation rate

57.1%

75.8%-18.7pp

73.3%-16.2pp

82.1%-25.0pp

Annual return

0.00%

1959.31%-1959.3pp

1494.38%-1494.4pp

478.82%-478.8pp

Employer contribution / active EE

$1,429

$3,225-55.7%

$2,961-51.7%

$4,839-70.5%

Participant deferral / active EE

$4,060

$4,673-13.1%

$4,276-5.1%

$6,342-36.0%

Admin fee / account holder

$15

$6,757-99.8%

$5,953-99.7%

$12,315-99.9%

HRG AUTOMOTIVE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HRG AUTOMOTIVE LLC 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