Retirement plan

TREEHOUSE LEARNING 401(K) PLAN

Name: TREEHOUSE LEARNING - TREEHOUSE LEARNING 401(K) PLAN (2020) Form 5500
Creator: TREEHOUSE LEARNING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE LEARNING 401(K) PLAN, TREEHOUSE LEARNING

TREEHOUSE LEARNINGEIN 84-1348949Plan #001PY 2020

175 N. 96TH STREET - LOUISVILLE, CO 80027303-666-1950

Prospect flagsHigh feesLow participationLow participant contribution

How to read this page

Total assets (EOY)

$244K

+14.8% from 2019

Total participants

-9.7% from 2019

Average account balance

$14,340

+35.1% from 2019

Annual return

16.06%

-7.44 pp from 2019

Benchmarks

See 6,196 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

36.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6263

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$21K

$1299 / participant

Other / not subdivided$21K100.0%

% of EOY assets

8.529%

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

$14,340

$81,664-82.4%

$70,476-79.7%

$158,966-91.0%

Participation rate

31.3%

77.7%-46.5pp

75.1%-43.8pp

82.0%-50.7pp

Annual return

16.06%

208.59%-192.5pp

109.12%-93.1pp

302.95%-286.9pp

Employer contribution / active EE

$460

$3,219-85.7%

$2,738-83.2%

$4,762-90.3%

Participant deferral / active EE

$585

$4,556-87.2%

$3,710-84.2%

$5,983-90.2%

Admin fee / account holder

$1,223

$6,197-80.3%

$3,847-68.2%

$11,250-89.1%

TREEHOUSE LEARNING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE LEARNING 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