Retirement plan

LENNERTSON SAMPLE COMPANY 401(K) PROFIT SHARING PLAN

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

LENNERTSON SAMPLE COMPANYEIN 43-0652410Plan #001PY 2017

101 INDUSTRIAL DRIVE - HERMANN, MO 65041573-486-8898lennertsonsample.comLinkedIn51-200 employeestextiles

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$225K

+21.7% from 2016

Total participants

-33.9% from 2016

Average account balance

$5,620

-23.9% from 2016

Annual return

13.89%

+11.63 pp from 2016

Benchmarks

See 2,343 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,343 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$208K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

18.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$349

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

+11.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10761

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 codes2E2G2J3D2F

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 participant contribution
Participant contribution per participant 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.

Expense breakdown

Schedule H Part II

Admin total

$10K

$265 / participant

Other / not subdivided$10K100.0%

% of EOY assets

4.605%

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

$5,620

$57,065-90.2%

$75,670-92.6%

$70,131-92.0%

Participation rate

97.4%

68.1%+29.3pp

72.3%+25.1pp

69.5%+27.9pp

Annual return

13.89%

23.57%-9.7pp

27.34%-13.5pp

73.14%-59.2pp

Employer contribution / active EE

$1,817-100.0%

$2,352-100.0%

$2,342-100.0%

Participant deferral / active EE

$551

$2,580-78.6%

$3,142-82.4%

$3,332-83.4%

Admin fee / account holder

$259

$3,825-93.2%

$5,800-95.5%

$4,645-94.4%

LENNERTSON SAMPLE COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LENNERTSON SAMPLE COMPANY 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