Retirement plan

EMPLOYEE BENEFIT PLAN OF FLORIDA INDEPENDENT LIVING COUNCIL, INC.

Name: FLORIDA INDEPENDENT LIVING COUNCIL, INC. - EMPLOYEE BENEFIT PLAN OF FLORIDA INDEPENDENT LIVING COUNCIL, INC. (2017) Form 5500
Creator: FLORIDA INDEPENDENT LIVING COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FLORIDA INDEPENDENT LIVING COUNCIL, INC., FLORIDA INDEPENDENT LIVING COUNCIL, INC.

FLORIDA INDEPENDENT LIVING COUNCIL, INC.EIN 59-3587277Plan #001PY 2017

1882 CAPITAL CIRCLE NE SUITE 202 - TALLAHASSEE, FL 32308850-488-5624floridasilc.orgLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$105K

+16.8% from 2016

Total participants

0.0% from 2016

Average account balance

$35,155

+16.8% from 2016

Annual return

47.83%

+39.27 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$121K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

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

+11.36%

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 codes2F3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

$56K

$28008 / participant

Other / not subdivided$56K100.0%

% of EOY assets

53.113%

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

$35,155

$198,461-82.3%

$170,436-79.4%

$147,585-76.2%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

47.83%

257.30%-209.5pp

205.94%-158.1pp

578.57%-530.7pp

Employer contribution / active EE

$5,376

$6,184-13.1%

$5,433-1.0%

$4,876+10.2%

Participant deferral / active EE

$8,610

$5,629+52.9%

$4,939+74.3%

$5,439+58.3%

Admin fee / account holder

$18,672

$16,852+10.8%

$13,880+34.5%

$10,885+71.5%

EMPLOYEE BENEFIT PLAN OF FLORIDA INDEPENDENT LIVING COUNCIL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FLORIDA INDEPENDENT LIVING COUNCIL, INC.

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