Aquarius Oceanfront Resort 401(k) Profit Sharing Plan

Wealthminder's Take

Aquarius Oceanfront Resort 401(k) Profit Sharing Plan at Paul & Cheryl Kelley D/b/a Aquarius Oceanfront Resort in the Accommodation and Food Services industry has an unknown number of investment options, and a total of $1,133,392.00 in assets. With 7 participants, the Aquarius Oceanfront Resort 401(k) Profit Sharing Plan has an average balance per participant of $161,913.14.

Plan Ratings
Compared to other Accommodation and Food Services plans
Wealthminder Rating
4
84
Your Plan
92

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
85
Company Match Level
65
Employee Participation Rate
87
Employee Contribution Level
96
Average Balance Size
98
Paul & Cheryl Kelley D/b/a Aquarius Oceanfront Resort Details
Address
1526 Ocean Drive
Vero Beach, FL 32963-2337
Telephone
772-231-5218
Total Assets
$1,133,392.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
7
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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