Retirement plan

LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN

Name: LEGAL ASSISTANCE FOR SENIORS, INC. - LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN (2017) Form 5500
Creator: LEGAL ASSISTANCE FOR SENIORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN, LEGAL ASSISTANCE FOR SENIORS, INC.

LEGAL ASSISTANCE FOR SENIORS, INC.EIN 94-2941697Plan #002PY 2017

333 HEGENBERGER ROAD SUITE 850 - OAKLAND, CA 94621510-832-3040lashicap.orgLinkedIn11-50 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$869K

+31.5% from 2016

Total participants

+8.0% from 2016

Average account balance

$32,173

+21.8% from 2016

Annual return

16.96%

+10.28 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$867

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 codes2E2F2G2J3D

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.
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

$8K

$418 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.915%

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

$32,173

$150,447-78.6%

$136,298-76.4%

$147,586-78.2%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

16.96%

1049.15%-1032.2pp

5156.27%-5139.3pp

578.59%-561.6pp

Employer contribution / active EE

$1,299

$5,256-75.3%

$4,696-72.3%

$4,876-73.4%

Participant deferral / active EE

$3,886

$6,631-41.4%

$6,247-37.8%

$5,439-28.6%

Admin fee / account holder

$294

$10,906-97.3%

$9,244-96.8%

$10,886-97.3%

LEGAL ASSISTANCE FOR SENIORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEGAL ASSISTANCE FOR SENIORS 401(K) 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