Retirement plan

FLOORQUEST 401(K) PROFIT SHARING PLAN

Name: FLOORQUEST, LLC - FLOORQUEST 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: FLOORQUEST, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLOORQUEST 401(K) PROFIT SHARING PLAN, FLOORQUEST, LLC

FLOORQUEST, LLCEIN 20-0170812Plan #001PY 2018

62 N ROLLING MEADOWS DR - FOND DU LAC, WI 549379444920-922-2006

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+4.7% from 2017

Total participants

+9.4% from 2017

Average account balance

$45,352

-8.4% from 2017

Annual return

-6.61%

-20.89 pp from 2017

Benchmarks

See 9,413 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,413 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.32M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$641K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1963

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

$154 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.375%

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

$45,352

$50,947-11.0%

$74,549-39.2%

$64,173-29.3%

Participation rate

81.1%

61.1%+20.1pp

69.1%+12.0pp

69.6%+11.6pp

Annual return

-6.61%

-1.85%-4.8pp

32.53%-39.1pp

7.63%-14.2pp

Employer contribution / active EE

$1,578

$1,115+41.5%

$1,961-19.5%

$2,381-33.7%

Participant deferral / active EE

$3,016

$2,302+31.1%

$3,108-3.0%

$3,470-13.1%

Admin fee / account holder

$170

$4,221-96.0%

$5,059-96.6%

$4,887-96.5%

FLOORQUEST 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLOORQUEST 401(K) 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