Retirement plan

LUMETRA 401K PLAN

Name: LUMETRA HEALTHCARE SOLUTIONS - LUMETRA 401K PLAN (2018) Form 5500
Creator: LUMETRA HEALTHCARE SOLUTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUMETRA 401K PLAN, LUMETRA HEALTHCARE SOLUTIONS

LUMETRA HEALTHCARE SOLUTIONSEIN 94-2918600Plan #002PY 2018

550 KEARNY STREET, STE 300 - SAN FRANCISCO, CA 94108415-677-2000

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$9.7M

-7.3% from 2017

Total participants

112

-6.7% from 2017

Average account balance

$87,140

-0.6% from 2017

Annual return

-4.03%

-19.12 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.01M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7703

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

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$12,844

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$13K

$642 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.133%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,140

$138,076-36.9%

$123,553-29.5%

$135,380-35.6%

Participation rate

95.0%

84.7%+10.3pp

82.3%+12.7pp

82.6%+12.4pp

Annual return

-4.03%

153.70%-157.7pp

119.21%-123.2pp

519.81%-523.8pp

Employer contribution / active EE

$1,389

$5,152-73.0%

$4,628-70.0%

$4,779-70.9%

Participant deferral / active EE

$8,045

$6,800+18.3%

$6,426+25.2%

$5,609+43.4%

Admin fee / account holder

$116

$10,917-98.9%

$9,284-98.8%

$10,828-98.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4+ years

Filed as: THE VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$12,844

LUMETRA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUMETRA 401K 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