Retirement plan

403(B) THRIFT PLAN OF AMERICAN HUMANIST ASSOCIATION

Name: AMERICAN HUMANIST ASSOCIATION - 403(B) THRIFT PLAN OF AMERICAN HUMANIST ASSOCIATION (2020) Form 5500
Creator: AMERICAN HUMANIST ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF AMERICAN HUMANIST ASSOCIATION, AMERICAN HUMANIST ASSOCIATION

AMERICAN HUMANIST ASSOCIATIONEIN 94-6168317Plan #002PY 2020

1821 JEFFERSON PL NW - WASHINGTON, DC 200362504202-238-9088americanhumanist.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$531K

+24.6% from 2019

Total participants

+6.7% from 2019

Average account balance

$19,659

+20.0% from 2019

Annual return

14.54%

-4.65 pp from 2019

Benchmarks

See 6,194 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,194 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$749K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5555

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 codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$368 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.901%

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

$19,659

$81,696-75.9%

$70,494-72.1%

$158,982-87.6%

Participation rate

61.5%

77.7%-16.2pp

75.1%-13.5pp

82.0%-20.4pp

Annual return

14.54%

208.70%-194.2pp

109.16%-94.6pp

302.99%-288.4pp

Employer contribution / active EE

$484

$3,220-85.0%

$2,738-82.3%

$4,763-89.8%

Participant deferral / active EE

$3,161

$4,558-30.6%

$3,711-14.8%

$5,983-47.2%

Admin fee / account holder

$177

$6,200-97.1%

$3,848-95.4%

$11,252-98.4%

403(B) THRIFT PLAN OF AMERICAN HUMANIST ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF AMERICAN HUMANIST ASSOCIATION

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