Retirement plan

FLORIDA SUPERIOR SAND 401 (K) PLAN

Name: FLORIDA SUPERIOR SAND, INC. - FLORIDA SUPERIOR SAND 401 (K) PLAN (2015) Form 5500
Creator: FLORIDA SUPERIOR SAND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLORIDA SUPERIOR SAND 401 (K) PLAN, FLORIDA SUPERIOR SAND, INC.

FLORIDA SUPERIOR SAND, INC.EIN 65-0085242Plan #001PY 2015

6801 LAKE WORTH ROAD, SUITE 124 - GREENACRES, FL 33467561-969-3112LinkedIn1-10 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$368K

No prior year

Total participants

No prior year

Average account balance

$52,515

No prior year

Annual return

-5.23%

No prior year

Benchmarks

See 1,927 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,927 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$450

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$390

$65 / participant

Other / not subdivided$390100.0%

% of EOY assets

0.106%

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

$52,515

$112,300-53.2%

$90,223-41.8%

$125,389-58.1%

Participation rate

100.0%

82.9%+17.1pp

79.0%+21.0pp

83.2%+16.8pp

Annual return

-5.23%

-0.57%-4.7pp

1.31%-6.5pp

282.24%-287.5pp

Employer contribution / active EE

$12,643

$5,181+144.0%

$4,378+188.8%

$4,866+159.8%

Participant deferral / active EE

$8,104

$6,733+20.4%

$5,792+39.9%

$5,352+51.4%

Admin fee / account holder

$56

$10,990-99.5%

$7,406-99.2%

$9,541-99.4%

FLORIDA SUPERIOR SAND 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLORIDA SUPERIOR SAND 401 (K) 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