Retirement plan

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Name: OXYGO HQ FLORIDA, LLC - OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: OXYGO HQ FLORIDA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN, OXYGO HQ FLORIDA, LLC

OXYGO HQ FLORIDA, LLCEIN 82-3970392Plan #001PY 2021

2200 PRINCIPAL ROW - ORLANDO, FL 32837440-788-4083

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.5M

+20.9% from 2020

Total participants

0.0% from 2020

Average account balance

$114,229

+11.6% from 2020

Annual return

14.83%

-6.18 pp from 2020

Benchmarks

See 14,568 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,568 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.12M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

129.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+23.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13200

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 codes2E2F2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$124K

$4132 / participant

Other / not subdivided$124K100.0%

% of EOY assets

2.782%

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

$114,229

$86,294+32.4%

$111,303+2.6%

$85,856+33.0%

Participation rate

93.3%

73.3%+20.0pp

77.3%+16.0pp

69.3%+24.0pp

Annual return

14.83%

19.99%-5.2pp

54.66%-39.8pp

318.58%-303.8pp

Employer contribution / active EE

$3,427

$2,043+67.7%

$2,731+25.5%

$2,565+33.6%

Participant deferral / active EE

$8,187

$3,641+124.9%

$4,487+82.4%

$3,952+107.1%

Admin fee / account holder

$3,178

$8,189-61.2%

$7,966-60.1%

$6,261-49.2%

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OXYGO HQ FLORIDA, LLC 401(K) 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