Retirement plan

BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Name: BASA CORPORATION - BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: BASA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST, BASA CORPORATION

BASA CORPORATIONdba STAR WINES AND LIQUORSEIN 22-3238727Plan #001PY 2015

475 STATE ROUTE 17M - MONROE, NY 109504169845-782-5460

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$822K

No prior year

Total participants

No prior year

Average account balance

$68,487

No prior year

Annual return

-2.41%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.18M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$129237

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$30K

$2730 / participant

Other / not subdivided$30K100.0%

% of EOY assets

3.654%

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

$68,487

$82,630-17.1%

$64,105+6.8%

$125,389-45.4%

Participation rate

81.8%

75.9%+6.0pp

68.2%+13.6pp

83.2%-1.4pp

Annual return

-2.41%

1489.72%-1492.1pp

791.24%-793.7pp

282.24%-284.6pp

Employer contribution / active EE

$1,907

$2,671-28.6%

$1,820+4.8%

$4,866-60.8%

Participant deferral / active EE

$5,765

$3,608+59.8%

$2,822+104.3%

$5,352+7.7%

Admin fee / account holder

$2,502

$6,382-60.8%

$4,499-44.4%

$9,541-73.8%

BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

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