Retirement plan

FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE EMPLOYEES' MONEY PURCHASE PENSION PLAN

Name: FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE - FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE EMPLOYEES' MONEY PURCHASE PENSION PLAN (2016) Form 5500
Creator: FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE EMPLOYEES' MONEY PURCHASE PENSION PLAN, FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE

FLORIDA AVOCADO ADMINISTRATIVE COMMITTEEEIN 59-0721160Plan #001PY 2016

P O BOX 900188 - HOMESTEAD, FL 33030305-247-0848LinkedIn1-10 employeeshigher education

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$201K

No prior year

Total participants

No prior year

Average account balance

$67,061

No prior year

Annual return

-1.95%

No prior year

Benchmarks

See 30,921 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,921 peers

Snapshot2016

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

$51K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.05%

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

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 codes2C2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$500

$250 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.249%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,061

$90,503-25.9%

$78,689-14.8%

$273,961-75.5%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

-1.95%

75.60%-77.6pp

62.18%-64.1pp

41.45%-43.4pp

Employer contribution / active EE

$6,810

$3,176+114.4%

$2,851+138.9%

$4,869+39.9%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$167

$5,263-96.8%

$4,510-96.3%

$10,132-98.4%

FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE EMPLOYEES' MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLORIDA AVOCADO ADMINISTRATIVE COMMITTEE EMPLOYEES' MONEY PURCHASE PENSION 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