Retirement plan

SHELL WORLD OF THE FLORIDA KEYS, INC. PROFIT SHARING PLAN

Name: SHELL WORLD OF THE FLORIDA KEYS, IN - SHELL WORLD OF THE FLORIDA KEYS, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: SHELL WORLD OF THE FLORIDA KEYS, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELL WORLD OF THE FLORIDA KEYS, INC. PROFIT SHARING PLAN, SHELL WORLD OF THE FLORIDA KEYS, IN

SHELL WORLD OF THE FLORIDA KEYS, INEIN 59-2145673Plan #001PY 2015

P.O. BOX 370883 - KEY LARGO, FL 33037305-852-8245shellworldflkeys.comLinkedIn11-50 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$801K

No prior year

Total participants

No prior year

Average account balance

$33,380

No prior year

Annual return

-0.92%

No prior year

Benchmarks

See 5,785 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort5,785 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14290

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$84K

$3987 / participant

Other / not subdivided$84K100.0%

% of EOY assets

10.450%

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

$33,380

$97,881-65.9%

$80,004-58.3%

$125,389-73.4%

Participation rate

100.0%

77.9%+22.1pp

73.0%+27.0pp

83.2%+16.8pp

Annual return

-0.92%

9.36%-10.3pp

7.63%-8.6pp

282.24%-283.2pp

Employer contribution / active EE

$1,190

$3,128-61.9%

$2,473-51.9%

$4,866-75.5%

Participant deferral / active EE

$3,744-100.0%

$3,204-100.0%

$5,352-100.0%

Admin fee / account holder

$3,488

$6,278-44.4%

$5,033-30.7%

$9,541-63.4%

SHELL WORLD OF THE FLORIDA KEYS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHELL WORLD OF THE FLORIDA KEYS, INC. 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