SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN

Plan Contact

  • Address: 8230 210TH ST S,BOCA RATON,FL
  • Contact person: PATRICIA STANFORD
  • Phone: (561) 982-7770

Plan General Information

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is $2,176,362.00.This plan was established in 1986.

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is 137

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Average Participant Retirement Account Value

In 2017, the average participant retirement account value for SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is $15,885.00

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is $1,796.00.

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is approximately $263.00
Investing in this additonal $263.00 for 20 years would give you extra $16,888.00, assuming a 10% annual return.

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Total Employer Contribution and Match Rate

In 2017, SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN allocates $36,151.00 to match its employees' contributions, providing an employer match rate of 29.38% of their contributions

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is 7.00%.

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is 18.01%. This measures the effectiveness of the plan participants' investments in the year.

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN Expense Ratio

In 2017, the investment and administrative expense ratio of SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN is 0.71%.

Enrollment Features

SOUTHSTAR MANAGEMENT, LLC EMPLOYEES' SAVING PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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