Retirement plan

THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC.

Name: BOLTE REAL ESTATE, INC. & BOLTE INSURANCE, INC. - THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. (2017) Form 5500
Creator: BOLTE REAL ESTATE, INC. & BOLTE INSURANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC., BOLTE REAL ESTATE, INC. & BOLTE INSURANCE, INC.

BOLTE REAL ESTATE, INC. & BOLTE INSURANCE, INC.EIN 34-1699686Plan #001PY 2017

134 EAST SECOND STREET - PORT CLINTON, OH 43452419-732-3111bolteinsurance.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$459K

+31.6% from 2016

Total participants

0.0% from 2016

Average account balance

$153,030

+31.6% from 2016

Annual return

20.54%

+12.35 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$289K

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

$50K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1433

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 codes2E2G2J2R3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$2K

$553 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.361%

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

$153,030

$171,867-11.0%

$149,721+2.2%

$147,586+3.7%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

20.54%

2113.36%-2092.8pp

1501.67%-1481.1pp

578.59%-558.1pp

Employer contribution / active EE

$3,921

$6,275-37.5%

$5,444-28.0%

$4,876-19.6%

Participant deferral / active EE

$8,955

$7,270+23.2%

$6,568+36.3%

$5,439+64.7%

Admin fee / account holder

$553

$13,799-96.0%

$11,282-95.1%

$10,886-94.9%

THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC.

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