Retirement plan

LYNNLEIGH & COMPANY LLC 401K SAVINGS PLAN

Name: LYNNLEIGH & COMPANY LLC - LYNNLEIGH & COMPANY LLC 401K SAVINGS PLAN (2019) Form 5500
Creator: LYNNLEIGH & COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LYNNLEIGH & COMPANY LLC 401K SAVINGS PLAN, LYNNLEIGH & COMPANY LLC

LYNNLEIGH & COMPANY LLCEIN 81-3263763Plan #001PY 2019

1160 A PITTSFORD VICTOR RD - PITTSFORD, NY 14534585-623-5790lynnleighco.comLinkedIn1-10 employeesfinancial services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+19.0% from 2018

Total participants

0.0% from 2018

Average account balance

$270,082

+19.0% from 2018

Annual return

14.24%

+14.24 pp from 2018

Benchmarks

See 31,993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,993 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$340K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$457

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 codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$415 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.092%

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

$270,082

$183,978+46.8%

$162,171+66.5%

$152,885+76.7%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

14.24%

150.78%-136.5pp

115.60%-101.4pp

345.39%-331.2pp

Employer contribution / active EE

$3,738

$6,370-41.3%

$5,613-33.4%

$4,763-21.5%

Participant deferral / active EE

$14,382

$8,033+79.0%

$7,297+97.1%

$5,851+145.8%

Admin fee / account holder

$249

$13,122-98.1%

$10,843-97.7%

$11,598-97.9%

LYNNLEIGH & COMPANY LLC 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LYNNLEIGH & COMPANY LLC 401K SAVINGS 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