Retirement plan

BLUE STAR OPERATING 401(K) PLAN

Name: BLUE STAR OPERATING CO.,LLC - BLUE STAR OPERATING 401(K) PLAN (2017) Form 5500
Creator: BLUE STAR OPERATING CO.,LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE STAR OPERATING 401(K) PLAN, BLUE STAR OPERATING CO.,LLC

BLUE STAR OPERATING CO.,LLCEIN 45-4400170Plan #001PY 2017

179 BLUE STAR WAY - HENDERSONVILLE, NC 28739828-692-3591

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$490K

+31.6% from 2016

Total participants

-29.4% from 2016

Average account balance

$61,309

+31.6% from 2016

Annual return

11.09%

+26.47 pp from 2016

Benchmarks

See 6,681 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,681 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$240

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$61,309

$107,030-42.7%

$73,550-16.6%

$147,586-58.5%

Participation rate

63.6%

66.4%-2.7pp

54.9%+8.7pp

82.8%-19.2pp

Annual return

11.09%

38.25%-27.2pp

-15.16%+26.3pp

578.59%-567.5pp

Employer contribution / active EE

$2,170

$1,760+23.2%

$1,219+78.0%

$4,876-55.5%

Participant deferral / active EE

$4,766

$2,458+93.9%

$1,804+164.2%

$5,439-12.4%

Admin fee / account holder

$3,055-100.0%

$2,320-100.0%

$10,886-100.0%

BLUE STAR OPERATING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLUE STAR OPERATING 401(K) 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