Retirement plan

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN

Name: BUGGS RUDY DISCOUNT CORP. - BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN (2018) Form 5500
Creator: BUGGS RUDY DISCOUNT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN, BUGGS RUDY DISCOUNT CORP.

BUGGS RUDY DISCOUNT CORP.EIN 13-3286756Plan #003PY 2018

SPIELMAN, KOENIGSBERG PARKER, 1675 BROADWAY, 20TH FL - NEW YORK, NY 10019212-489-5200

Other plans on this EIN

1 filing

#002Retirement-$6.0M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2M

+0.8% from 2017

Total participants

0.0% from 2017

Average account balance

$132,773

-19.4% from 2017

Annual return

-6.08%

-24.04 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.42M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63001

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 codes2E2G2J3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$132,773

$158,852-16.4%

$121,220+9.5%

$135,380-1.9%

Participation rate

100.0%

79.3%+20.7pp

71.8%+28.2pp

82.6%+17.4pp

Annual return

-6.08%

-0.64%-5.4pp

16.94%-23.0pp

519.81%-525.9pp

Employer contribution / active EE

$5,666-100.0%

$4,023-100.0%

$4,779-100.0%

Participant deferral / active EE

$9,060

$4,006+126.2%

$3,345+170.8%

$5,609+61.5%

Admin fee / account holder

$6,515-100.0%

$5,021-100.0%

$10,828-100.0%

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS 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