Retirement plan

MS SURPLUS LINES ASSN. 401(K) SAFE HARBOR PLAN

Name: MISSISSIPPI SURPLUS LINES ASSOCIATION - MS SURPLUS LINES ASSN. 401(K) SAFE HARBOR PLAN (2018) Form 5500
Creator: MISSISSIPPI SURPLUS LINES ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MS SURPLUS LINES ASSN. 401(K) SAFE HARBOR PLAN, MISSISSIPPI SURPLUS LINES ASSOCIATION

MISSISSIPPI SURPLUS LINES ASSOCIATIONEIN 64-0885758Plan #001PY 2018

504 KEYWOOD CIRCLE, SUITE B - FLOWOOD, MS 39232601-713-1111msla.orgLinkedIn1-10 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$253K

+0.2% from 2017

Total participants

0.0% from 2017

Average account balance

$84,485

+0.2% from 2017

Annual return

-5.49%

-17.36 pp from 2017

Benchmarks

See 129 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Cohort129 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+5.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42995

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

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

$84,485

$270,840-68.8%

$140,019-39.7%

Participation rate

0.0%

81.0%-81.0pp

87.5%-87.5pp

Annual return

-5.49%

3.44%-8.9pp

651.15%-656.6pp

Employer contribution / active EE

$2,598-100.0%

$5,605-100.0%

Participant deferral / active EE

$3,773-100.0%

$6,927-100.0%

Admin fee / account holder

$13,391-100.0%

$10,705-100.0%

MS SURPLUS LINES ASSN. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MS SURPLUS LINES ASSN. 401(K) SAFE HARBOR PLAN

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