Retirement plan

BOLNER'S FIESTA PRODUCTS, INC. RETIREMENT PLAN

Name: BOLNER'S FIESTA PRODUCTS, INC. - BOLNER'S FIESTA PRODUCTS, INC. RETIREMENT PLAN (2017) Form 5500
Creator: BOLNER'S FIESTA PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOLNER'S FIESTA PRODUCTS, INC. RETIREMENT PLAN, BOLNER'S FIESTA PRODUCTS, INC.

BOLNER'S FIESTA PRODUCTS, INC.EIN 74-1667612Plan #002PY 2017

426 MENCHACA ST. - SAN ANTONIO, TX 78207210-734-6404fiestaspices.comLinkedIn51-200 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.2M

+19.1% from 2016

Total participants

+3.9% from 2016

Average account balance

$120,485

+17.6% from 2016

Annual return

17.66%

+11.72 pp from 2016

Benchmarks

See 2,343 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,343 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.66M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$711K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3454

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$309K

$4017 / participant

Other / not subdivided$309K100.0%

% of EOY assets

3.378%

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

$120,485

$57,065+111.1%

$75,670+59.2%

$70,131+71.8%

Participation rate

94.8%

68.1%+26.7pp

72.3%+22.5pp

69.5%+25.3pp

Annual return

17.66%

23.57%-5.9pp

27.34%-9.7pp

73.14%-55.5pp

Employer contribution / active EE

$1,778

$1,817-2.1%

$2,352-24.4%

$2,342-24.1%

Participant deferral / active EE

$2,965

$2,580+14.9%

$3,142-5.6%

$3,332-11.0%

Admin fee / account holder

$4,070

$3,825+6.4%

$5,800-29.8%

$4,645-12.4%

BOLNER'S FIESTA PRODUCTS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOLNER'S FIESTA PRODUCTS, INC. 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