Retirement plan

RULO WINERY 401(K) PROFIT SHARING PLAN

Name: RULO WINERY - RULO WINERY 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: RULO WINERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RULO WINERY 401(K) PROFIT SHARING PLAN, RULO WINERY

RULO WINERYEIN 91-2122562Plan #001PY 2017

3525 PRANGER RD - WALLA WALLA, WA 99362509-525-7856rulowinery.comLinkedIn1-10 employeesfood & beverages

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$621K

+33.5% from 2016

Total participants

0.0% from 2016

Average account balance

$310,741

+33.5% from 2016

Annual return

13.84%

+3.08 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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.

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

$310,741

$100,901+208.0%

$75,670+310.7%

$147,585+110.6%

Participation rate

100.0%

77.1%+22.9pp

72.3%+27.7pp

82.8%+17.2pp

Annual return

13.84%

35.78%-21.9pp

27.34%-13.5pp

578.57%-564.7pp

Employer contribution / active EE

$21,702

$3,253+567.0%

$2,352+822.8%

$4,876+345.0%

Participant deferral / active EE

$24,000

$4,027+495.9%

$3,142+663.8%

$5,439+341.3%

Admin fee / account holder

$11,285-100.0%

$5,800-100.0%

$10,885-100.0%

RULO WINERY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RULO WINERY 401(K) PROFIT SHARING 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