Retirement plan

403(B) THRIFT PLAN OF AMERICAN HUMANIST ASSOCIATION

Name: AMERICAN HUMANIST ASSOCIATION - 403(B) THRIFT PLAN OF AMERICAN HUMANIST ASSOCIATION (2022) 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 2022

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$610K

-4.0% from 2021

Total participants

+9.4% from 2021

Average account balance

$18,487

-15.7% from 2021

Annual return

-16.03%

-30.01 pp from 2021

Benchmarks

See 6,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,929 peers

Snapshot2022

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 codes2G3D2J

Plan features

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

1 tripped

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

$116

$8 / participant

Other / not subdivided$116100.0%

% of EOY assets

0.019%

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

$18,487

$67,396-72.6%

$60,919-69.7%

$134,545-86.3%

Participation rate

86.7%

76.2%+10.5pp

73.1%+13.6pp

81.2%+5.4pp

Annual return

-16.03%

50.12%-66.1pp

16.96%-33.0pp

418.37%-434.4pp

Employer contribution / active EE

$1,064

$3,101-65.7%

$2,704-60.6%

$4,742-77.6%

Participant deferral / active EE

$4,026

$4,534-11.2%

$3,814+5.5%

$6,401-37.1%

Admin fee / account holder

$4,590-99.9%

$3,228-99.9%

$11,431-100.0%

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