Retirement plan

LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Name: LOIODICE EXCAVATING, INC. - LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: LOIODICE EXCAVATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN, LOIODICE EXCAVATING, INC.

LOIODICE EXCAVATING, INC.EIN 27-4002093Plan #001PY 2017

783 GUYMARD TPKE - OTISVILLE, NY 109632032845-386-3693LinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$280K

+71.2% from 2016

Total participants

+14.3% from 2016

Average account balance

$46,608

+71.2% from 2016

Annual return

22.12%

+14.21 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$823K

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$46,608

$106,008-56.0%

$92,240-49.5%

$147,586-68.4%

Participation rate

71.4%

80.4%-9.0pp

76.5%-5.1pp

82.8%-11.4pp

Annual return

22.12%

50.05%-27.9pp

176.29%-154.2pp

578.59%-556.5pp

Employer contribution / active EE

$1,644

$4,333-62.1%

$3,680-55.3%

$4,876-66.3%

Participant deferral / active EE

$9,811

$4,478+119.1%

$3,897+151.8%

$5,439+80.4%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion