Retirement plan

ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN

Name: ROSLYN-TRINITY COOPERATIVE DAY - ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN (2024) Form 5500
Creator: ROSLYN-TRINITY COOPERATIVE DAY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN, ROSLYN-TRINITY COOPERATIVE DAY

ROSLYN-TRINITY COOPERATIVE DAYEIN 11-1683749Plan #001PY 2024

1579 NORTHERN BOULEVARD - ROSLYN, NY 11576516-621-3380roslyntrinityco-op.orgLinkedIn11-50 employeese-learning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$800K

+13.9% from 2023

Total participants

-7.7% from 2023

Average account balance

$66,703

+23.4% from 2023

Annual return

9.54%

-0.68 pp from 2023

Benchmarks

See 8,041 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,041 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$800K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1135

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 codes2E2G2J3D

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.
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

$14K

$1945 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.701%

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

$66,703

$72,465-8.0%

$67,575-1.3%

$145,884-54.3%

Participation rate

100.0%

76.9%+23.1pp

72.9%+27.1pp

80.3%+19.7pp

Annual return

9.54%

7222.56%-7213.0pp

3528.98%-3519.4pp

551.85%-542.3pp

Employer contribution / active EE

$1,185

$3,074-61.4%

$2,736-56.7%

$4,662-74.6%

Participant deferral / active EE

$5,104

$4,786+6.6%

$4,003+27.5%

$6,690-23.7%

Admin fee / account holder

$1,135

$5,515-79.4%

$3,993-71.6%

$13,392-91.5%

ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSLYN-TRINITY COOPERATIVE DAY SCHOOL 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