Retirement plan

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

Name: BUGGS RUDY DISCOUNT CORP. - BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#002Retirement-$7.1M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2.6M

+29.9% from 2018

Total participants

-6.7% from 2018

Average account balance

$215,632

+62.4% from 2018

Annual return

23.31%

+29.39 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

$215,632

$176,688+22.0%

$130,660+65.0%

$152,909+41.0%

Participation rate

85.7%

79.0%+6.7pp

71.7%+14.0pp

82.5%+3.3pp

Annual return

23.31%

2693.08%-2669.8pp

1709.29%-1686.0pp

345.46%-322.2pp

Employer contribution / active EE

$5,743-100.0%

$4,092-100.0%

$4,764-100.0%

Participant deferral / active EE

$9,410

$4,362+115.7%

$3,603+161.2%

$5,851+60.8%

Admin fee / account holder

$7,131-100.0%

$5,463-100.0%

$11,601-100.0%

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