Plans » Benchmarking Engine
Benchmarking Komodo Health, Inc. Retirement Trust in San Francisco, CA against
good (8)
neutral (7)
Komodo Health, Inc. Retirement Trust in San Francisco, CA has the 9th-highest net income ($14,906,486) of the 772 plans whose industry group is Other Professional, Scientific, and Technical Services. Those $14,906,486 compare to an average of $3,864,750 across the 772 plans.
Note: net income = total income - total expenses
Komodo Health, Inc. Retirement Trust has these standings among those 772 peer plans:
Note: net income = total income - total expenses
Komodo Health, Inc. Retirement Trust has these standings among those 772 peer plans:
- net income = $14,906,486 (9th-highest)
- total income = $17,119,257 (11th-highest)
- total expenses = $2,212,771 (255th-highest)
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- net income. Higher values are better. Net income, Line 2k from Schedule H, equals total income (Line 2d) minus total expenses (Line 2j), all from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Komodo Health, Inc. Retirement Trust in San Francisco, CA is in San Francisco, CA, its EIN is 471785446, its industry group is Other Professional, Scientific, and Technical Services, its plan administrator is Tahmina Parvin, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 541990, has 500 to 999 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and yield on beginning-of-plan-year total assets (4 total), and is better than the overall participant averages in each of net income per total participant, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total).
Global References
Numeric values:
- total assets ($27,540,444)
- net assets (assets minus liabilities) ($27.50M)
- value of interest in registered investment companies (e.g., mutual funds) ($27.30M)
- total income ($17,119,257)
- net income ($14,906,486)
- total contributions ($14,590,862)
- total assets at beginning of plan year ($12,633,958)
- cash contributions from participants ($6,571,909)
- cash contributions from employers ($2,967,557)
- earnings on investments ($2,528,740)
- net earnings on investments ($2,528,740)
- total expenses ($2,212,771)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($198,095)
- participant loans ($66,888)
- average account balance ($41,352)
- net income per total participant ($22,382)
- other administrative expenses ($10,076)
- total administrative expenses ($10,076)
- average participant cash contribution per active participant ($9,868)
- average employer cash contribution per active participant ($4,456)
- total administrative expense per participant ($15.13)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (100%)
- yield on beginning-of-plan-year total assets (20.02%)
- diversity of asset types (1.9%)
- total cash as a percentage of plan assets (0.72%)
- participant loans as a percentage of plan assets (0.24%)
- total administrative expense ratio (0.037%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (666)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (666)
- other retired or separated participants entitled to future benefits (0)
- retired or separated participants receiving benefits (0)
- total participants (666)
Global References