Retirement plan

LIGHTNER AND LIGHTNER 401(K) SAVINGS PLAN

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

LIGHTNER AND LIGHTNEREIN 95-2693175Plan #001PY 2018

2445 FIFTH AVE, #350 - SAN DIEGO, CA 92101619-232-9890

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$223K

+25.8% from 2017

Total participants

0.0% from 2017

Average account balance

$111,349

+25.8% from 2017

Annual return

-15.39%

-17.52 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

$522K

Not enough data

1 years with asset history on file

Average account balance

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

$261K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

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

-8.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

1 tripped

OpportunityLow returns
Annual investment return 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

$111,349

$138,076-19.4%

$123,553-9.9%

$135,380-17.8%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-15.39%

153.70%-169.1pp

119.21%-134.6pp

519.81%-535.2pp

Employer contribution / active EE

$26,622

$5,152+416.7%

$4,628+475.2%

$4,779+457.1%

Participant deferral / active EE

$9,813

$6,800+44.3%

$6,426+52.7%

$5,609+74.9%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

LIGHTNER AND LIGHTNER 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LIGHTNER AND LIGHTNER 401(K) SAVINGS 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