Retirement plan

LIGHTS AMERICA, INC. 401(K) PROFIT SHARING PLAN

Name: LIGHTS AMERICA, INC. - LIGHTS AMERICA, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: LIGHTS AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIGHTS AMERICA, INC. 401(K) PROFIT SHARING PLAN, LIGHTS AMERICA, INC.

LIGHTS AMERICA, INC.EIN 20-1405565Plan #001PY 2016

3233 N. ARLINGTON HEIGHTS RD. SUITE, SUITE 203 - ARLINGTON HEIGHTS, IL 60004888-777-6101

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$73K

No prior year

Total participants

No prior year

Average account balance

$14,526

No prior year

Annual return

23.37%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$633K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4926

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 codes2E2F2G2J

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$404

$58 / participant

Other / not subdivided$404100.0%

% of EOY assets

0.556%

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

$14,526

$90,486-83.9%

$78,676-81.5%

$273,972-94.7%

Participation rate

71.4%

76.5%-5.1pp

73.6%-2.1pp

83.0%-11.6pp

Annual return

23.37%

75.62%-52.3pp

62.19%-38.8pp

41.46%-18.1pp

Employer contribution / active EE

$1,825

$3,175-42.5%

$2,850-36.0%

$4,869-62.5%

Participant deferral / active EE

$5,016

$3,901+28.6%

$3,517+42.6%

$5,287-5.1%

Admin fee / account holder

$81

$5,263-98.5%

$4,510-98.2%

$10,133-99.2%

LIGHTS AMERICA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIGHTS AMERICA, INC. 401(K) PROFIT SHARING 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