Retirement plan

AJR INSURANCE GROUP PROFIT SHARING PLAN

Name: AJR INSURANCE GROUP, INC. - AJR INSURANCE GROUP PROFIT SHARING PLAN (2021) Form 5500
Creator: AJR INSURANCE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AJR INSURANCE GROUP PROFIT SHARING PLAN, AJR INSURANCE GROUP, INC.

AJR INSURANCE GROUP, INC.EIN 20-5201410Plan #003PY 2021

2730 N.W. 70TH BLVD. - BOCA RATON, FL 33496561-324-0704

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$128K

+37.6% from 2020

Total participants

0.0% from 2020

Average account balance

$42,700

+37.6% from 2020

Annual return

24.48%

-2.31 pp from 2020

Benchmarks

See 33,481 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,481 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$205K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+26.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2A2E

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant 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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,700

$209,832-79.7%

$189,513-77.5%

$167,490-74.5%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

24.48%

748.27%-723.8pp

555.15%-530.7pp

478.56%-454.1pp

Employer contribution / active EE

$6,125

$6,914-11.4%

$6,162-0.6%

$4,837+26.6%

Participant deferral / active EE

$8,935-100.0%

$8,221-100.0%

$6,341-100.0%

Admin fee / account holder

$14,293-100.0%

$12,045-100.0%

$12,309-100.0%

AJR INSURANCE GROUP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AJR INSURANCE GROUP PROFIT SHARING 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