Retirement plan

LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC 401(K) PLAN

Name: LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC - LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC 401(K) PLAN (2016) Form 5500
Creator: LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC 401(K) PLAN, LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC

LOS ANGELES CHAMBER ORCHESTRA SOCIETY INCEIN 23-7010825Plan #001PY 2016

350 S FIGUEROA ST STE 183 - LOS ANGELES, CA 900711117213-622-7001laco.orgLinkedIn11-50 employeesmusic

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$665K

+17.7% from 2015

Total participants

+10.0% from 2015

Average account balance

$35,021

-50.4% from 2015

Annual return

9.50%

+13.02 pp from 2015

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

$672K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

445.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2107

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 codes2E2F2G2J3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$4K

$207 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.528%

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

$35,021

$90,486-61.3%

$78,676-55.5%

$273,972-87.2%

Participation rate

82.4%

76.5%+5.8pp

73.6%+8.8pp

83.0%-0.7pp

Annual return

9.50%

75.62%-66.1pp

62.19%-52.7pp

41.46%-32.0pp

Employer contribution / active EE

$3,175-100.0%

$2,850-100.0%

$4,869-100.0%

Participant deferral / active EE

$2,831

$3,901-27.4%

$3,517-19.5%

$5,287-46.4%

Admin fee / account holder

$185

$5,263-96.5%

$4,510-95.9%

$10,133-98.2%

LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC 401(K) 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