Retirement plan

HUMANIX CORP 401(K) PLAN AND TRUST

Name: HUMANIX - HUMANIX CORP 401(K) PLAN AND TRUST (2017) Form 5500
Creator: HUMANIX
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMANIX CORP 401(K) PLAN AND TRUST, HUMANIX

HUMANIXEIN 91-1338262Plan #003PY 2017

15920 E. INDIANA AVE., SUITE 100 - SPOKANE VALLEY, WA 992161862509-467-0062humanix.comLinkedIn11-50 employeesstaffing and recruiting

Other plans on this EIN

1 filing

#001Retirement-$1.1M assets

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$400K

+25.3% from 2016

Total participants

-25.0% from 2016

Average account balance

$49,996

+9.7% from 2016

Annual return

19.55%

+11.38 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$363K

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$511

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

+11.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2753

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 codes2F2G2J3D

Plan features

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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$178 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.577%

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

$49,996

$150,442-66.8%

$136,295-63.3%

$147,585-66.1%

Participation rate

46.2%

84.4%-38.3pp

81.9%-35.8pp

82.8%-36.7pp

Annual return

19.55%

1049.09%-1029.5pp

5155.97%-5136.4pp

578.56%-559.0pp

Employer contribution / active EE

$5,256-100.0%

$4,695-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,600

$6,630-75.9%

$6,247-74.4%

$5,439-70.6%

Admin fee / account holder

$289

$10,905-97.4%

$9,243-96.9%

$10,885-97.3%

HUMANIX CORP 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMANIX CORP 401(K) PLAN AND TRUST

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