Retirement plan

L.A. LUCKY IMPORT & EXPORT INC. RETIREMENT PLAN

Name: L.A. LUCKY IMPORT & EXPORT INC. - L.A. LUCKY IMPORT & EXPORT INC. RETIREMENT PLAN (2015) Form 5500
Creator: L.A. LUCKY IMPORT & EXPORT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L.A. LUCKY IMPORT & EXPORT INC. RETIREMENT PLAN, L.A. LUCKY IMPORT & EXPORT INC.

L.A. LUCKY IMPORT & EXPORT INC.EIN 41-2245993Plan #001PY 2015

5699 RICKENBACKER ROAD - BELL, CA 90201323-224-0211LinkedIn11-50 employeescomputer software

Prospect flagsLow returnsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$267K

No prior year

Total participants

No prior year

Average account balance

$22,221

No prior year

Annual return

-5.30%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.87M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2F2G2J3D

Plan features

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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$2K

$133 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.800%

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

$22,221

$113,941-80.5%

$94,229-76.4%

$125,389-82.3%

Participation rate

75.0%

82.9%-7.9pp

78.8%-3.8pp

83.2%-8.2pp

Annual return

-5.30%

5.29%-10.6pp

10.68%-16.0pp

282.24%-287.5pp

Employer contribution / active EE

$1,656

$4,727-65.0%

$3,587-53.8%

$4,866-66.0%

Participant deferral / active EE

$4,904

$5,179-5.3%

$4,320+13.5%

$5,352-8.4%

Admin fee / account holder

$178

$8,392-97.9%

$6,269-97.2%

$9,541-98.1%

L.A. LUCKY IMPORT & EXPORT INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L.A. LUCKY IMPORT & EXPORT INC. RETIREMENT 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