Retirement plan

BILL BURKO RV RETIREMENT PLAN

Name: BILL BURKO RV CENTER, INC. - BILL BURKO RV RETIREMENT PLAN (2019) Form 5500
Creator: BILL BURKO RV CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL BURKO RV RETIREMENT PLAN, BILL BURKO RV CENTER, INC.

BILL BURKO RV CENTER, INC.EIN 46-5378756Plan #001PY 2019

9825 S VIRGINIA ST SUITE E - RENO, NV 89511818-577-8311

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5.9M

+21.4% from 2018

Total participants

+500.0% from 2018

Average account balance

$491,414

-79.8% from 2018

Annual return

20.00%

-22.85 pp from 2018

Benchmarks

See 7,713 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,713 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.32M

Not enough data

1 years with asset history on file

Average account balance

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

$493K

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

$213K

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

+1.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4633

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 codes2E2G2J

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.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$168 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.034%

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

$491,414

$108,685+352.1%

$74,719+557.7%

$152,885+221.4%

Participation rate

100.0%

65.3%+34.7pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

20.00%

114.09%-94.1pp

753.05%-733.1pp

345.39%-325.4pp

Employer contribution / active EE

$2,986

$1,504+98.5%

$1,084+175.4%

$4,763-37.3%

Participant deferral / active EE

$2,959

$2,712+9.1%

$1,963+50.7%

$5,851-49.4%

Admin fee / account holder

$168

$4,905-96.6%

$3,334-95.0%

$11,598-98.5%

BILL BURKO RV RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL BURKO RV RETIREMENT PLAN

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