Retirement plan

BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Name: BASA CORPORATION STAR WINES & LIQUORS - BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: BASA CORPORATION STAR WINES & LIQUORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BASA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST, BASA CORPORATION STAR WINES & LIQUORS

BASA CORPORATION STAR WINES & LIQUORSEIN 22-3238727Plan #001PY 2017

K MART PLAZA - MONROE, NY 10950845-782-5460

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+29.8% from 2016

Total participants

+12.5% from 2016

Average account balance

$70,119

+14.5% from 2016

Annual return

18.32%

+11.96 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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 codes2J2E

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$385 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.420%

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

$70,119

$99,652-29.6%

$78,778-11.0%

$147,586-52.5%

Participation rate

92.3%

76.2%+16.1pp

69.2%+23.1pp

82.8%+9.5pp

Annual return

18.32%

47.28%-29.0pp

35.62%-17.3pp

578.59%-560.3pp

Employer contribution / active EE

$1,763

$2,796-36.9%

$1,986-11.2%

$4,876-63.8%

Participant deferral / active EE

$6,327

$3,664+72.7%

$2,958+113.9%

$5,439+16.3%

Admin fee / account holder

$295

$7,155-95.9%

$5,134-94.3%

$10,886-97.3%

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