Retirement plan

LIGHTHOUSE PEDIATRICS, L.L.C. 401(K) PSP

Name: LIGHTHOUSE PEDIATRICS, L.L.C. - LIGHTHOUSE PEDIATRICS, L.L.C. 401(K) PSP (2018) Form 5500
Creator: LIGHTHOUSE PEDIATRICS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIGHTHOUSE PEDIATRICS, L.L.C. 401(K) PSP, LIGHTHOUSE PEDIATRICS, L.L.C.

LIGHTHOUSE PEDIATRICS, L.L.C.EIN 72-1578633Plan #001PY 2018

925 TOMMY MUNRO DRIVE, STE A - BILOXI, MS 39532228-388-3993lighthousepediatrics.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$718K

-0.9% from 2017

Total participants

+11.1% from 2017

Average account balance

$71,771

-10.8% from 2017

Annual return

-6.14%

-20.38 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$356K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$508

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes3D2E2G2J2F2T

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$715 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.399%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,771

$180,449-60.2%

$154,107-53.4%

$135,375-47.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.14%

888.09%-894.2pp

735.12%-741.3pp

519.73%-525.9pp

Employer contribution / active EE

$3,380

$6,035-44.0%

$5,298-36.2%

$4,779-29.3%

Participant deferral / active EE

$6,631

$5,806+14.2%

$5,081+30.5%

$5,609+18.2%

Admin fee / account holder

$286

$16,143-98.2%

$13,411-97.9%

$10,827-97.4%

LIGHTHOUSE PEDIATRICS, L.L.C. 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIGHTHOUSE PEDIATRICS, L.L.C. 401(K) PSP

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