Retirement plan

H.O.E.M. 403(B) PLAN

Name: H.O.E.M. - H.O.E.M. 403(B) PLAN (2017) Form 5500
Creator: H.O.E.M.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H.O.E.M. 403(B) PLAN, H.O.E.M.

H.O.E.M.EIN 95-3756375Plan #001PY 2017

P.O BOX 401 - GRASS VALLEY, CA 95945530-263-7818LinkedIn1-10 employeescivic & social organization

Other plans on this EIN

1 filing

#002Retirement-$972K assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$271K

+22.2% from 2016

Total participants

0.0% from 2016

Average account balance

$271,309

+22.2% from 2016

Annual return

13.34%

+10.24 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$527K

Not enough data

1 years with asset history on file

Average account balance

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

$527K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+8.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$958

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 codes2E2F2G2M

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$187

$187 / participant

Other / not subdivided$187100.0%

% of EOY assets

0.069%

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

$271,309

$99,011+174.0%

$86,582+213.4%

$147,586+83.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.34%

1312.75%-1299.4pp

965.08%-951.7pp

578.59%-565.3pp

Employer contribution / active EE

$19,691

$3,132+528.7%

$2,839+593.5%

$4,876+303.8%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$187

$5,709-96.7%

$4,904-96.2%

$10,886-98.3%

H.O.E.M. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H.O.E.M. 403(B) 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