Retirement plan

EMPLOYEE BENEFIT PLAN OF LUNDGREN ENTERPRISES, INC.

Name: LUNDGREN ENTERPRISES, INC. - EMPLOYEE BENEFIT PLAN OF LUNDGREN ENTERPRISES, INC. (2018) Form 5500
Creator: LUNDGREN ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF LUNDGREN ENTERPRISES, INC., LUNDGREN ENTERPRISES, INC.

LUNDGREN ENTERPRISES, INC.EIN 46-4262087Plan #001PY 2018

2425 NW MARKET ST - SEATTLE, WA 981074138206-789-1122lundgrenenterprises.comLinkedIn1-10 employeesbuilding materials

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$309K

+20.6% from 2017

Total participants

0.0% from 2017

Average account balance

$38,679

+5.5% from 2017

Annual return

-9.92%

-30.95 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.24%

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 codes2F2T3D

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).
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$69

$10 / participant

Other / not subdivided$69100.0%

% of EOY assets

0.022%

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

$38,679

$97,729-60.4%

$83,830-53.9%

$135,379-71.4%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-9.92%

1287.52%-1297.4pp

850.97%-860.9pp

519.79%-529.7pp

Employer contribution / active EE

$3,526

$4,222-16.5%

$3,631-2.9%

$4,779-26.2%

Participant deferral / active EE

$7,651

$4,683+63.4%

$4,082+87.4%

$5,609+36.4%

Admin fee / account holder

$6,674-99.9%

$5,479-99.8%

$10,828-99.9%

EMPLOYEE BENEFIT PLAN OF LUNDGREN ENTERPRISES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF LUNDGREN ENTERPRISES, INC.

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