Retirement plan

LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER, LLP 401K PROFIT SHARING PLAN

Name: LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER, - LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER, LLP 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER, LLP 401K PROFIT SHARING PLAN, LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER,

LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER,EIN 72-1095397Plan #001PY 2015

701 POYDRAS ST STE 3600 - NEW ORLEANS, LA 701397735504-581-2450

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.5M

No prior year

Total participants

No prior year

Average account balance

$141,033

No prior year

Annual return

-2.20%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.37M

Not enough data

1 years with asset history on file

Average account balance

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

$293K

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.

188.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$230K

$7679 / participant

Other / not subdivided$230K100.0%

% of EOY assets

3.551%

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

$141,033

$72,177+95.4%

$115,037+22.6%

$59,633+136.5%

Participation rate

100.0%

72.6%+27.4pp

81.4%+18.6pp

68.7%+31.3pp

Annual return

-2.20%

12.02%-14.2pp

26.14%-28.3pp

2041.40%-2043.6pp

Employer contribution / active EE

$4,473

$2,841+57.4%

$4,608-2.9%

$2,203+103.1%

Participant deferral / active EE

$7,478

$4,783+56.4%

$6,026+24.1%

$3,192+134.3%

Admin fee / account holder

$5,008

$4,927+1.6%

$8,175-38.7%

$4,297+16.5%

LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER, LLP 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOWE, STEIN, HOFFMAN, ALLWEISS & HAUVER, LLP 401K 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