Retirement plan

LIDO CONSULTING, INC. PROFIT SHARING PLAN

Name: LIDO CONSULTING, INC. - LIDO CONSULTING, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: LIDO CONSULTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIDO CONSULTING, INC. PROFIT SHARING PLAN, LIDO CONSULTING, INC.

LIDO CONSULTING, INC.EIN 95-4551877Plan #003PY 2017

1875 CENTURY PARK EAST, SUITE 950 - LOS ANGELES, CA 90067310-278-8232lidoconsulting.comLinkedIn1-10 employeesfinancial services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.2M

+25.3% from 2016

Total participants

+70.0% from 2016

Average account balance

$103,492

-19.2% from 2016

Annual return

12.04%

+15.04 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.59M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

214

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+48.98%

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

1 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 codes2E2G3D3H

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$76 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.073%

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

$103,492

$85,766+20.7%

$136,298-24.1%

$70,126+47.6%

Participation rate

90.3%

74.2%+16.2pp

81.9%+8.4pp

69.5%+20.8pp

Annual return

12.04%

31.46%-19.4pp

5156.27%-5144.2pp

73.15%-61.1pp

Employer contribution / active EE

$3,185

$2,966+7.4%

$4,696-32.2%

$2,343+36.0%

Participant deferral / active EE

$7,811

$5,051+54.6%

$6,247+25.0%

$3,332+134.4%

Admin fee / account holder

$76

$5,421-98.6%

$9,244-99.2%

$4,645-98.4%

LIDO CONSULTING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIDO CONSULTING, INC. PROFIT SHARING 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