Retirement plan

BONUS SPECIALTY II 401(K) PROFIT SHARING PLAN

Name: BONUS SPECIALTY II, INC. - BONUS SPECIALTY II 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: BONUS SPECIALTY II, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BONUS SPECIALTY II 401(K) PROFIT SHARING PLAN, BONUS SPECIALTY II, INC.

BONUS SPECIALTY II, INC.EIN 64-0906735Plan #001PY 2016

44 FOX RIDGE DRIVE - FLETCHER, NC 28732601-415-5427

Other plans on this EIN

1 filing

#002Retirement-$473K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$526K

+238.2% from 2015

Total participants

0.0% from 2015

Average account balance

$131,526

+238.2% from 2015

Annual return

192.75%

+193.09 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$269K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+5.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38750

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 codes2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$567

$284 / participant

Other / not subdivided$567100.0%

% of EOY assets

0.108%

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

$131,526

$131,835-0.2%

$108,582+21.1%

$273,972-52.0%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

192.75%

-91.57%+284.3pp

-51.70%+244.4pp

41.46%+151.3pp

Employer contribution / active EE

$11,325

$4,913+130.5%

$3,758+201.3%

$4,869+132.6%

Participant deferral / active EE

$24,000

$5,127+368.1%

$4,311+456.7%

$5,287+353.9%

Admin fee / account holder

$142

$10,253-98.6%

$7,645-98.1%

$10,133-98.6%

BONUS SPECIALTY II 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BONUS SPECIALTY II 401(K) PROFIT SHARING 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