Retirement plan

LEWIS GROUP CPAS RETIREMENT PLAN

Name: LEWIS GROUP CPAS, P.C. - LEWIS GROUP CPAS RETIREMENT PLAN (2016) Form 5500
Creator: LEWIS GROUP CPAS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEWIS GROUP CPAS RETIREMENT PLAN, LEWIS GROUP CPAS, P.C.

LEWIS GROUP CPAS, P.C.EIN 91-1664674Plan #001PY 2016

1800 F STREET - VANCOUVER, WA 98663360-896-8221

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$255K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

3.97%

No prior year

Benchmarks

See 44 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDB + DC

Participants<25

Cohort44 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3322

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 codes1A2C2E2G2J2R

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$272,150-100.0%

$271,250-100.0%

$259,158-100.0%

Participation rate

0.0%

100.0%-100.0pp

95.8%-95.8pp

Annual return

3.97%

8.23%-4.3pp

8.14%-4.2pp

5.38%-1.4pp

Employer contribution / active EE

$1,403

$26,442-94.7%

$26,869-94.8%

$22,268-93.7%

Participant deferral / active EE

$7,047

$5,265+33.8%

$4,649+51.6%

Admin fee / account holder

$3,336-100.0%

$9,035-100.0%

LEWIS GROUP CPAS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LEWIS GROUP CPAS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion