Retirement plan

BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Name: BASA CORPORATION - BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST (2016) 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 & LIQUORSEIN 22-3238727Plan #001PY 2016

K-MART PLAZA, 475 ROUTE 17M - MONROE, NY 109504169845-782-5460

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$919K

+11.8% from 2015

Total participants

+14.3% from 2015

Average account balance

$61,236

-10.6% from 2015

Annual return

6.36%

+8.77 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

$53K

$4795 / participant

Other / not subdivided$53K100.0%

% of EOY assets

5.742%

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

$61,236

$93,346-34.4%

$71,796-14.7%

$273,972-77.6%

Participation rate

90.9%

76.5%+14.4pp

69.1%+21.8pp

83.0%+7.9pp

Annual return

6.36%

130.39%-124.0pp

78.04%-71.7pp

41.46%-35.1pp

Employer contribution / active EE

$2,102

$2,733-23.1%

$1,924+9.2%

$4,869-56.8%

Participant deferral / active EE

$6,346

$3,475+82.6%

$2,794+127.1%

$5,287+20.0%

Admin fee / account holder

$3,516

$6,571-46.5%

$4,815-27.0%

$10,133-65.3%

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