Retirement plan

AMERICA II CORP. RETIREMENT SAVINGS PLAN

Name: AMERICA II CORP - AMERICA II CORP. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: AMERICA II CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICA II CORP. RETIREMENT SAVINGS PLAN, AMERICA II CORP

AMERICA II CORPEIN 59-3270107Plan #001PY 2017

2500 118TH AVE N - ST PETERSBURG, FL 337161919727-571-2032LinkedIn1-10 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$29M

+16.0% from 2016

Total participants

352

-4.6% from 2016

Average account balance

-100.0% from 2016

Annual return

16.50%

+7.85 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.34M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

287

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$220

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK NA Service code 12 · EIN 94-1347393	Claims processing	$88,651

Plan features & details

Pension benefit codes2E2G2J3E3H

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$89K

$318 / participant

Investment mgmt$89K100.0%

% of EOY assets

0.305%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAYER HOFFMANN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,666-100.0%

$117,861-100.0%

$69,631-100.0%

Participation rate

0.0%

77.5%-77.5pp

79.7%-79.7pp

70.7%-70.7pp

Annual return

16.50%

18.86%-2.4pp

335.11%-318.6pp

27571.02%-27554.5pp

Employer contribution / active EE

$1,768

$1,889-6.4%

$3,786-53.3%

$2,032-13.0%

Participant deferral / active EE

$4,811

$3,340+44.1%

$4,482+7.3%

$3,224+49.2%

Admin fee / account holder

$120-100.0%

$8,021-100.0%

$110-100.0%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.3+ years

Filed as: WELLS FARGO BANK NA

Service code 12 · EIN 94-1347393

Claims processing

$88,651

AMERICA II CORP. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICA II CORP. RETIREMENT SAVINGS 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