Retirement plan

EMPLOYEE BENEFIT PLAN OF FRSA SELF INSURERS FUND, INC.

Name: FRSA SELF INSURERS FUND, INC. - EMPLOYEE BENEFIT PLAN OF FRSA SELF INSURERS FUND, INC. (2016) Form 5500
Creator: FRSA SELF INSURERS FUND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FRSA SELF INSURERS FUND, INC., FRSA SELF INSURERS FUND, INC.

FRSA SELF INSURERS FUND, INC.EIN 46-5263150Plan #001PY 2016

4099 METRIC DR - WINTER PARK, FL 327926804407-671-3772frsasif.comLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$352K

+83.8% from 2015

Total participants

+21.4% from 2015

Average account balance

$23,488

+47.0% from 2015

Annual return

17.72%

+17.72 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.86%

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$23,488

$153,769-84.7%

$133,975-82.5%

$273,972-91.4%

Participation rate

86.7%

88.4%-1.7pp

87.1%-0.4pp

83.0%+3.7pp

Annual return

17.72%

36.51%-18.8pp

29.29%-11.6pp

41.46%-23.7pp

Employer contribution / active EE

$2,888

$6,029-52.1%

$5,211-44.6%

$4,869-40.7%

Participant deferral / active EE

$5,556

$6,958-20.2%

$6,282-11.6%

$5,287+5.1%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

EMPLOYEE BENEFIT PLAN OF FRSA SELF INSURERS FUND, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FRSA SELF INSURERS FUND, INC.

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