Icon Information Consultants, LP

54
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (26)
Average in Peer Group (71)
Highest in Peer Group (86)

Plan Description

Icon Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Salary Deferral. Icon Retirement Plan currently has over 2,500 active participants and over $13.9M in plan assets.

Did you know?

For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (54) and the top rated plan (86) could equate to:
17
Additional years of work
166,105
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 100 Waugh Drive Suite 300
  • Location
    Houston , TX
  • 77007
  • Industry
    Information
  • Administrator
    Timothy O'Rourke
  • Net Plan Assets
    $13,900,000
  • Total Participants
    2,500
  • Avg Account Balance
    $8,100

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Poor

Peer Group Plans

Company Rating
Demand Media 77.3
Zynga 73.8
Ancestry.com 70.7
Airbnb 63.2
Prometric Holdings 62.0
Texo Abc/Agc 48.9
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Investments

Investment Menu Stats

# of Investment Options

17

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
John Hancock Lifestyle Conservative 40%
N/A
John Hancock Lifestyle Balanced 10%
N/A
John Hancock Lifestyle Growth 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
John Hancock
Insurance Advisor/Broker
LPL Financial Corp. (NRP)
Recordkeeper
John Hancock
Auditor
Easley, Endres, Parkhill, Brackendo

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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